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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 | $66,134 | $85,766-22.9% | $136,298-51.5% | $70,126-5.7% |
| Participation rate | 48.0% | 74.2%-26.2pp | 81.9%-33.9pp | 69.5%-21.5pp |
| Annual return | 2.59% | 31.46%-28.9pp | 5156.27%-5153.7pp | 73.15%-70.6pp |
| Employer contribution / active EE | $626 | $2,966-78.9% | $4,696-86.7% | $2,343-73.3% |
| Participant deferral / active EE | $685 | $5,051-86.4% | $6,247-89.0% | $3,332-79.4% |
| Admin fee / account holder | $3,520 | $5,421-35.1% | $9,244-61.9% | $4,645-24.2% |