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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 | $25,163 | $55,437-54.6% | $155,534-83.8% | $74,459-66.2% |
| Participation rate | 26.3% | 61.9%-35.6pp | 78.2%-51.9pp | 67.2%-40.9pp |
| Annual return | 9.24% | 269.58%-260.3pp | 64.92%-55.7pp | 1369.70%-1360.5pp |
| Employer contribution / active EE | $363 | $2,266-84.0% | $4,675-92.2% | $2,626-86.2% |
| Participant deferral / active EE | $777 | $2,837-72.6% | $5,630-86.2% | $4,350-82.1% |
| Admin fee / account holder | $2,757 | $1,742+58.3% | $15,900-82.7% | $1,945+41.8% |