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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 | $63,037 | $65,575-3.9% | $86,209-26.9% | $75,181-16.2% |
| Participation rate | 40.5% | 60.5%-19.9pp | 69.0%-28.4pp | 67.2%-26.7pp |
| Annual return | 5.24% | 46.07%-40.8pp | 1169.05%-1163.8pp | 160.69%-155.4pp |
| Employer contribution / active EE | $511 | $1,553-67.1% | $2,381-78.5% | $2,671-80.9% |
| Participant deferral / active EE | $710 | $3,023-76.5% | $3,986-82.2% | $4,126-82.8% |
| Admin fee / account holder | $3,816 | $5,470-30.2% | $6,853-44.3% | $5,650-32.5% |