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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 | $53,430 | $101,653-47.4% | $147,080-63.7% | $74,459-28.2% |
| Participation rate | 53.4% | 75.6%-22.2pp | 82.2%-28.8pp | 67.2%-13.8pp |
| Annual return | 11.87% | 8754.98%-8743.1pp | 420.17%-408.3pp | 1369.70%-1357.8pp |
| Employer contribution / active EE | $1,897 | $3,813-50.2% | $4,933-61.5% | $2,626-27.7% |
| Participant deferral / active EE | $3,093 | $7,304-57.7% | $8,066-61.7% | $4,350-28.9% |
| Admin fee / account holder | $1,587 | $1,752-9.4% | $12,989-87.8% | $1,945-18.4% |