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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 | $32,150 | $57,330-43.9% | $86,656-62.9% | $75,177-57.2% |
| Participation rate | 45.8% | 63.2%-17.4pp | 71.7%-25.9pp | 67.2%-21.4pp |
| Annual return | 10.75% | 2675.40%-2664.6pp | 593.09%-582.3pp | 160.75%-150.0pp |
| Employer contribution / active EE | $442 | $2,316-80.9% | $3,025-85.4% | $2,671-83.4% |
| Participant deferral / active EE | $507 | $3,320-84.7% | $4,439-88.6% | $4,126-87.7% |
| Admin fee / account holder | $414 | $4,115-89.9% | $5,619-92.6% | $5,651-92.7% |