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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 | $65,370 | $102,422-36.2% | $147,117-55.6% | $80,959-19.3% |
| Participation rate | 33.9% | 75.9%-41.9pp | 82.2%-48.3pp | 67.7%-33.7pp |
| Annual return | 11.29% | 135.16%-123.9pp | 420.54%-409.3pp | 35.67%-24.4pp |
| Employer contribution / active EE | $1,321 | $3,717-64.5% | $4,932-73.2% | $2,757-52.1% |
| Participant deferral / active EE | $1,985 | $6,652-70.2% | $8,065-75.4% | $4,300-53.8% |
| Admin fee / account holder | $1,955 | $7,953-75.4% | $12,993-85.0% | $6,925-71.8% |