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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 | $29,162 | $55,470-47.4% | $155,556-81.3% | $74,478-60.8% |
| Participation rate | 24.0% | 61.9%-37.9pp | 78.2%-54.3pp | 67.2%-43.2pp |
| Annual return | 10.88% | 269.80%-258.9pp | 64.84%-54.0pp | 1370.56%-1359.7pp |
| Employer contribution / active EE | $476 | $2,267-79.0% | $4,675-89.8% | $2,626-81.9% |
| Participant deferral / active EE | $605 | $2,838-78.7% | $5,631-89.3% | $4,350-86.1% |
| Admin fee / account holder | $7,572 | $1,744+334.1% | $15,885-52.3% | $1,946+289.2% |