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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 | $27,368 | $48,570-43.7% | $130,660-79.1% | $72,976-62.5% |
| Participation rate | 61.5% | 58.6%+3.0pp | 71.7%-10.2pp | 69.5%-8.0pp |
| Annual return | 16.16% | 38.63%-22.5pp | 1709.29%-1693.1pp | 81.02%-64.9pp |
| Employer contribution / active EE | $432 | $1,334-67.6% | $4,092-89.4% | $2,440-82.3% |
| Participant deferral / active EE | $890 | $2,384-62.7% | $3,603-75.3% | $3,608-75.3% |
| Admin fee / account holder | $1,507 | $3,549-57.5% | $5,463-72.4% | $5,124-70.6% |