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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 | $28,649 | $85,766-66.6% | $136,298-79.0% | $70,126-59.1% |
| Participation rate | 55.3% | 74.2%-18.9pp | 81.9%-26.7pp | 69.5%-14.3pp |
| Annual return | 13.66% | 31.46%-17.8pp | 5156.27%-5142.6pp | 73.15%-59.5pp |
| Employer contribution / active EE | $607 | $2,966-79.5% | $4,696-87.1% | $2,343-74.1% |
| Participant deferral / active EE | $1,379 | $5,051-72.7% | $6,247-77.9% | $3,332-58.6% |
| Admin fee / account holder | $1,549 | $5,421-71.4% | $9,244-83.2% | $4,645-66.7% |