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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,824 | $102,393-60.1% | $147,041-72.2% | $80,911-49.5% |
| Participation rate | 51.6% | 75.9%-24.2pp | 82.2%-30.6pp | 67.6%-16.0pp |
| Annual return | 10.03% | 134.95%-124.9pp | 419.21%-409.2pp | 35.63%-25.6pp |
| Employer contribution / active EE | $1,368 | $3,715-63.2% | $4,935-72.3% | $2,756-50.4% |
| Participant deferral / active EE | $2,259 | $6,647-66.0% | $8,071-72.0% | $4,297-47.4% |
| Admin fee / account holder | $15,998 | $7,943+101.4% | $13,006+23.0% | $6,935+130.7% |