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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 | $35,536 | $55,457-35.9% | $77,361-54.1% | $94,015-62.2% |
| Participation rate | 24.0% | 69.8%-45.8pp | 75.0%-51.0pp | 70.8%-46.8pp |
| Annual return | 7.79% | 15.57%-7.8pp | 1011.54%-1003.7pp | 17.84%-10.1pp |
| Employer contribution / active EE | $550 | $2,255-75.6% | $2,990-81.6% | $2,790-80.3% |
| Participant deferral / active EE | $550 | $3,069-82.1% | $3,911-85.9% | $4,249-87.0% |
| Admin fee / account holder | $3,129 | $4,334-27.8% | $5,894-46.9% | $8,951-65.0% |