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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 | $19,004 | $80,812-76.5% | $160,784-88.2% | $82,448-77.0% |
| Participation rate | 40.9% | 66.2%-25.3pp | 77.0%-36.0pp | 68.1%-27.2pp |
| Annual return | 11.75% | 100.59%-88.8pp | 1803.92%-1792.2pp | 41.64%-29.9pp |
| Employer contribution / active EE | $595 | $2,174-72.6% | $3,733-84.1% | $2,551-76.7% |
| Participant deferral / active EE | $1,008 | $4,335-76.7% | $6,293-84.0% | $4,139-75.6% |
| Admin fee / account holder | $1,691 | $7,695-78.0% | $9,717-82.6% | $7,234-76.6% |