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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 | $48,207 | $102,638-53.0% | $81,991-41.2% | $158,966-69.7% |
| Participation rate | 46.7% | 75.5%-28.9pp | 69.3%-22.6pp | 82.0%-35.3pp |
| Annual return | 0.93% | 61.05%-60.1pp | 41.31%-40.4pp | 302.95%-302.0pp |
| Employer contribution / active EE | $586 | $3,241-81.9% | $2,498-76.5% | $4,762-87.7% |
| Participant deferral / active EE | $681 | $4,649-85.3% | $3,722-81.7% | $5,983-88.6% |
| Admin fee / account holder | $17,235 | $8,237+109.2% | $5,665+204.3% | $11,250+53.2% |