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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 | $24,867 | $111,535-77.7% | $105,223-76.4% | $137,256-81.9% |
| Participation rate | 50.0% | 78.1%-28.1pp | 75.0%-25.0pp | 80.0%-30.0pp |
| Annual return | 11.23% | 237.85%-226.6pp | 180.65%-169.4pp | 220.34%-209.1pp |
| Employer contribution / active EE | $1,112 | $3,939-71.8% | $3,689-69.9% | $4,156-73.3% |
| Participant deferral / active EE | $1,402 | $5,500-74.5% | $5,072-72.4% | $6,407-78.1% |
| Admin fee / account holder | $4,393 | $9,721-54.8% | $8,859-50.4% | $12,270-64.2% |