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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 | $55,423-54.6% | $155,602-83.8% | $74,400-66.2% |
| Participation rate | 26.3% | 61.9%-35.6pp | 78.2%-51.9pp | 67.2%-40.9pp |
| Annual return | 9.24% | 269.07%-259.8pp | 64.81%-55.6pp | 1367.51%-1358.3pp |
| Employer contribution / active EE | $363 | $2,266-84.0% | $4,675-92.2% | $2,624-86.2% |
| Participant deferral / active EE | $777 | $2,835-72.6% | $5,629-86.2% | $4,348-82.1% |
| Admin fee / account holder | $2,757 | $1,744+58.1% | $15,923-82.7% | $1,944+41.9% |