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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 | $30,665 | $85,171-64.0% | $172,753-82.2% | $72,976-58.0% |
| Participation rate | 49.1% | 70.1%-20.9pp | 82.6%-33.5pp | 69.5%-20.4pp |
| Annual return | 5.65% | 27.32%-21.7pp | 803.00%-797.4pp | 81.02%-75.4pp |
| Employer contribution / active EE | $907 | $3,324-72.7% | $5,144-82.4% | $2,440-62.8% |
| Participant deferral / active EE | $648 | $3,260-80.1% | $5,198-87.5% | $3,608-82.0% |
| Admin fee / account holder | $1,358 | $5,880-76.9% | $13,956-90.3% | $5,124-73.5% |