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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 | $25,774 | $60,139-57.1% | $90,461-71.5% | $79,856-67.7% |
| Participation rate | 62.5% | 65.0%-2.5pp | 72.7%-10.2pp | 69.6%-7.1pp |
| Annual return | 8.24% | 71.96%-63.7pp | 1294.76%-1286.5pp | 31.71%-23.5pp |
| Employer contribution / active EE | $458 | $2,069-77.8% | $3,264-86.0% | $2,471-81.5% |
| Participant deferral / active EE | $593 | $2,939-79.8% | $3,964-85.0% | $3,741-84.2% |
| Admin fee / account holder | $971 | $3,978-75.6% | $5,617-82.7% | $5,306-81.7% |