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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 | $37,724 | $79,189-52.4% | $102,457-63.2% | $74,400-49.3% |
| Participation rate | 48.1% | 74.8%-26.7pp | 76.5%-28.4pp | 67.2%-19.2pp |
| Annual return | 8.52% | 54.98%-46.5pp | 29.41%-20.9pp | 1367.51%-1359.0pp |
| Employer contribution / active EE | $1,417 | $2,362-40.0% | $3,022-53.1% | $2,624-46.0% |
| Participant deferral / active EE | $1,892 | $4,415-57.2% | $5,054-62.6% | $4,348-56.5% |
| Admin fee / account holder | $17,359 | $2,002+767.0% | $9,451+83.7% | $1,944+793.1% |