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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 | $19,125 | $60,128-68.2% | $90,440-78.9% | $79,852-76.0% |
| Participation rate | 45.6% | 65.0%-19.4pp | 72.7%-27.1pp | 69.6%-24.0pp |
| Annual return | 6.52% | 71.95%-65.4pp | 1294.38%-1287.9pp | 31.72%-25.2pp |
| Employer contribution / active EE | $369 | $2,068-82.2% | $3,263-88.7% | $2,471-85.1% |
| Participant deferral / active EE | $640 | $2,939-78.2% | $3,964-83.9% | $3,740-82.9% |
| Admin fee / account holder | $1,904 | $3,977-52.1% | $5,615-66.1% | $5,306-64.1% |