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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 | $37,692 | $85,766-56.1% | $136,298-72.3% | $70,126-46.3% |
| Participation rate | 33.3% | 74.2%-40.8pp | 81.9%-48.6pp | 69.5%-36.2pp |
| Annual return | 12.58% | 31.46%-18.9pp | 5156.27%-5143.7pp | 73.15%-60.6pp |
| Employer contribution / active EE | $988 | $2,966-66.7% | $4,696-79.0% | $2,343-57.8% |
| Participant deferral / active EE | $1,526 | $5,051-69.8% | $6,247-75.6% | $3,332-54.2% |
| Admin fee / account holder | $13,534 | $5,421+149.7% | $9,244+46.4% | $4,645+191.3% |