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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 | $45,065 | $88,203-48.9% | $165,100-72.7% | $74,478-39.5% |
| Participation rate | 29.0% | 73.1%-44.1pp | 78.6%-49.6pp | 67.2%-38.2pp |
| Annual return | 10.57% | 17.13%-6.6pp | 70.21%-59.6pp | 1370.56%-1360.0pp |
| Employer contribution / active EE | $789 | $2,601-69.7% | $4,348-81.9% | $2,626-70.0% |
| Participant deferral / active EE | $1,316 | $4,505-70.8% | $6,035-78.2% | $4,350-69.7% |
| Admin fee / account holder | $1,555 | $2,235-30.4% | $12,696-87.8% | $1,946-20.1% |