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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 | $62,374 | $85,766-27.3% | $136,297-54.2% | $70,124-11.1% |
| Participation rate | 51.8% | 74.2%-22.4pp | 81.9%-30.1pp | 69.5%-17.8pp |
| Annual return | 10.46% | 31.45%-21.0pp | 5156.19%-5145.7pp | 73.14%-62.7pp |
| Employer contribution / active EE | $1,134 | $2,966-61.8% | $4,696-75.9% | $2,342-51.6% |
| Participant deferral / active EE | $2,062 | $5,051-59.2% | $6,247-67.0% | $3,332-38.1% |
| Admin fee / account holder | $1,537 | $5,420-71.6% | $9,244-83.4% | $4,645-66.9% |