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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 | $30,456 | $125,184-75.7% | $105,607-71.2% | $145,884-79.1% |
| Participation rate | 53.8% | 77.6%-23.8pp | 75.3%-21.4pp | 80.3%-26.5pp |
| Annual return | 5.69% | 225.00%-219.3pp | 116.11%-110.4pp | 551.85%-546.2pp |
| Employer contribution / active EE | $979 | $3,720-73.7% | $3,167-69.1% | $4,662-79.0% |
| Participant deferral / active EE | $1,363 | $5,714-76.2% | $5,011-72.8% | $6,690-79.6% |
| Admin fee / account holder | $2,676 | $17,133-84.4% | $10,958-75.6% | $13,392-80.0% |