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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 | $55,437-47.4% | $155,534-81.3% | $74,459-60.8% |
| Participation rate | 24.0% | 61.9%-37.9pp | 78.2%-54.2pp | 67.2%-43.3pp |
| Annual return | 10.88% | 269.58%-258.7pp | 64.92%-54.0pp | 1369.70%-1358.8pp |
| Employer contribution / active EE | $476 | $2,266-79.0% | $4,675-89.8% | $2,626-81.9% |
| Participant deferral / active EE | $605 | $2,837-78.7% | $5,630-89.2% | $4,350-86.1% |
| Admin fee / account holder | $7,572 | $1,742+334.6% | $15,900-52.4% | $1,945+289.4% |