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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 | $50,388 | $102,385-50.8% | $147,080-65.7% | $80,935-37.7% |
| Participation rate | 53.4% | 75.9%-22.4pp | 82.2%-28.8pp | 67.7%-14.2pp |
| Annual return | 9.56% | 135.09%-125.5pp | 420.17%-410.6pp | 35.66%-26.1pp |
| Employer contribution / active EE | $1,291 | $3,717-65.3% | $4,933-73.8% | $2,757-53.2% |
| Participant deferral / active EE | $2,532 | $6,651-61.9% | $8,066-68.6% | $4,299-41.1% |
| Admin fee / account holder | $352 | $7,951-95.6% | $12,989-97.3% | $6,924-94.9% |