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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 | $39,401 | $59,448-33.7% | $93,696-57.9% | $74,459-47.1% |
| Participation rate | 32.1% | 59.6%-27.5pp | 68.7%-36.6pp | 67.2%-35.1pp |
| Annual return | 9.42% | 82.11%-72.7pp | 133.74%-124.3pp | 1369.70%-1360.3pp |
| Employer contribution / active EE | $534 | $1,266-57.8% | $2,422-77.9% | $2,626-79.7% |
| Participant deferral / active EE | $936 | $3,052-69.3% | $4,417-78.8% | $4,350-78.5% |
| Admin fee / account holder | $2,275 | $3,027-24.8% | $8,287-72.5% | $1,945+17.0% |