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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 | $60,259 | $79,223-23.9% | $102,460-41.2% | $74,478-19.1% |
| Participation rate | 30.4% | 74.8%-44.3pp | 76.5%-46.1pp | 67.2%-36.8pp |
| Annual return | 9.07% | 54.98%-45.9pp | 29.47%-20.4pp | 1370.56%-1361.5pp |
| Employer contribution / active EE | $931 | $2,363-60.6% | $3,025-69.2% | $2,626-64.5% |
| Participant deferral / active EE | $1,855 | $4,417-58.0% | $5,056-63.3% | $4,350-57.4% |
| Admin fee / account holder | $4,012 | $2,003+100.3% | $9,460-57.6% | $1,946+106.2% |