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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 | $88,137-48.9% | $164,975-72.7% | $74,429-39.5% |
| Participation rate | 29.0% | 73.1%-44.1pp | 78.6%-49.6pp | 67.2%-38.2pp |
| Annual return | 10.57% | 17.13%-6.6pp | 70.12%-59.6pp | 1368.38%-1357.8pp |
| Employer contribution / active EE | $789 | $2,597-69.6% | $4,343-81.8% | $2,625-70.0% |
| Participant deferral / active EE | $1,316 | $4,501-70.7% | $6,033-78.2% | $4,348-69.7% |
| Admin fee / account holder | $1,555 | $2,231-30.3% | $12,688-87.7% | $1,944-20.0% |