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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 | $27,171 | $60,504-55.1% | $81,882-66.8% | $74,478-63.5% |
| Participation rate | 25.2% | 62.9%-37.7pp | 72.4%-47.2pp | 67.2%-42.0pp |
| Annual return | 10.62% | 16.91%-6.3pp | 779.47%-768.9pp | 1370.56%-1359.9pp |
| Employer contribution / active EE | $442 | $2,627-83.2% | $2,916-84.9% | $2,626-83.2% |
| Participant deferral / active EE | $675 | $3,400-80.2% | $4,323-84.4% | $4,350-84.5% |
| Admin fee / account holder | $2,748 | $1,492+84.2% | $7,360-62.7% | $1,946+41.2% |