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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 | $24,632 | $40,435-39.1% | $80,648-69.5% | $74,473-66.9% |
| Participation rate | 12.1% | 47.4%-35.3pp | 67.0%-54.9pp | 70.7%-58.7pp |
| Annual return | 12.45% | 165.22%-152.8pp | 937.21%-924.8pp | 34.36%-21.9pp |
| Employer contribution / active EE | $269 | $1,498-82.0% | $2,724-90.1% | $2,638-89.8% |
| Participant deferral / active EE | $452 | $2,673-83.1% | $4,443-89.8% | $4,530-90.0% |
| Admin fee / account holder | $2,829 | $721+292.5% | $5,382-47.4% | $347+715.3% |