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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 | $21,152 | $60,504-65.0% | $81,882-74.2% | $74,478-71.6% |
| Participation rate | 43.2% | 62.9%-19.7pp | 72.4%-29.2pp | 67.2%-24.0pp |
| Annual return | 6.34% | 16.91%-10.6pp | 779.47%-773.1pp | 1370.56%-1364.2pp |
| Employer contribution / active EE | $1,032 | $2,627-60.7% | $2,916-64.6% | $2,626-60.7% |
| Participant deferral / active EE | $394 | $3,400-88.4% | $4,323-90.9% | $4,350-90.9% |
| Admin fee / account holder | $1,823 | $1,492+22.2% | $7,360-75.2% | $1,946-6.3% |