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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 | $37,840 | $85,171-55.6% | $172,753-78.1% | $72,976-48.1% |
| Participation rate | 45.7% | 70.1%-24.3pp | 82.6%-36.9pp | 69.5%-23.8pp |
| Annual return | 12.53% | 27.32%-14.8pp | 803.00%-790.5pp | 81.02%-68.5pp |
| Employer contribution / active EE | $660 | $3,324-80.2% | $5,144-87.2% | $2,440-73.0% |
| Participant deferral / active EE | $761 | $3,260-76.6% | $5,198-85.4% | $3,608-78.9% |
| Admin fee / account holder | $1,054 | $5,880-82.1% | $13,956-92.4% | $5,124-79.4% |