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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 | $36,399 | $58,311-37.6% | $81,882-55.5% | $80,959-55.0% |
| Participation rate | 28.3% | 63.5%-35.2pp | 72.4%-44.1pp | 67.7%-39.3pp |
| Annual return | 8.10% | 41.85%-33.7pp | 779.47%-771.4pp | 35.67%-27.6pp |
| Employer contribution / active EE | $402 | $2,347-82.9% | $2,916-86.2% | $2,757-85.4% |
| Participant deferral / active EE | $529 | $3,287-83.9% | $4,323-87.8% | $4,300-87.7% |
| Admin fee / account holder | $1,351 | $4,752-71.6% | $7,360-81.6% | $6,925-80.5% |