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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 | $29,064 | $45,123-35.6% | $85,240-65.9% | $74,478-61.0% |
| Participation rate | 7.3% | 49.4%-42.1pp | 67.5%-60.2pp | 67.2%-59.9pp |
| Annual return | 4.59% | 26.32%-21.7pp | 66.75%-62.2pp | 1370.56%-1366.0pp |
| Employer contribution / active EE | $260 | $1,459-82.2% | $2,735-90.5% | $2,626-90.1% |
| Participant deferral / active EE | $334 | $2,736-87.8% | $4,527-92.6% | $4,350-92.3% |
| Admin fee / account holder | $2,260 | $2,215+2.0% | $6,165-63.3% | $1,946+16.1% |