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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 | $56,435 | $48,570+16.2% | $130,660-56.8% | $72,983-22.7% |
| Participation rate | 20.6% | 58.6%-38.0pp | 71.7%-51.2pp | 69.5%-48.9pp |
| Annual return | 4.51% | 38.63%-34.1pp | 1709.29%-1704.8pp | 81.01%-76.5pp |
| Employer contribution / active EE | $693 | $1,334-48.0% | $4,092-83.1% | $2,440-71.6% |
| Participant deferral / active EE | $833 | $2,384-65.1% | $3,603-76.9% | $3,608-76.9% |
| Admin fee / account holder | $801 | $3,549-77.4% | $5,463-85.3% | $5,124-84.4% |