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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 | $36,713 | $61,125-39.9% | $94,057-61.0% | $87,485-58.0% |
| Participation rate | 38.0% | 64.1%-26.1pp | 73.3%-35.3pp | 68.9%-30.9pp |
| Annual return | 9.86% | 35.20%-25.3pp | 480.62%-470.8pp | 26.06%-16.2pp |
| Employer contribution / active EE | $887 | $2,136-58.5% | $2,933-69.8% | $2,596-65.8% |
| Participant deferral / active EE | $575 | $3,260-82.4% | $4,709-87.8% | $4,274-86.6% |
| Admin fee / account holder | $313 | $5,629-94.4% | $7,244-95.7% | $7,775-96.0% |