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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 | $51,631 | $105,284-51.0% | $150,734-65.7% | $94,015-45.1% |
| Participation rate | 47.5% | 71.7%-24.3pp | 78.4%-31.0pp | 70.8%-23.4pp |
| Annual return | 6.57% | 15.67%-9.1pp | 600.81%-594.2pp | 17.84%-11.3pp |
| Employer contribution / active EE | $1,126 | $3,599-68.7% | $4,918-77.1% | $2,790-59.6% |
| Participant deferral / active EE | $1,637 | $4,274-61.7% | $5,610-70.8% | $4,249-61.5% |
| Admin fee / account holder | $473 | $9,839-95.2% | $14,905-96.8% | $8,951-94.7% |