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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 | $52,830 | $101,672-48.0% | $147,117-64.1% | $74,478-29.1% |
| Participation rate | 47.0% | 75.5%-28.5pp | 82.2%-35.2pp | 67.2%-20.2pp |
| Annual return | 9.42% | 8757.83%-8748.4pp | 420.54%-411.1pp | 1370.56%-1361.1pp |
| Employer contribution / active EE | $1,369 | $3,813-64.1% | $4,932-72.2% | $2,626-47.9% |
| Participant deferral / active EE | $2,400 | $7,305-67.1% | $8,065-70.2% | $4,350-44.8% |
| Admin fee / account holder | $1,480 | $1,753-15.6% | $12,993-88.6% | $1,946-23.9% |