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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 | $51,384 | $96,388-46.7% | $80,627-36.3% | $139,466-63.2% |
| Participation rate | 50.0% | 73.6%-23.6pp | 67.0%-17.0pp | 80.3%-30.3pp |
| Annual return | 5.09% | 1352.08%-1347.0pp | 936.76%-931.7pp | 373.66%-368.6pp |
| Employer contribution / active EE | $1,164 | $3,260-64.3% | $2,723-57.2% | $4,754-75.5% |
| Participant deferral / active EE | $750 | $5,224-85.6% | $4,443-83.1% | $6,712-88.8% |
| Admin fee / account holder | $31,183 | $6,603+372.3% | $5,381+479.5% | $11,409+173.3% |