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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 | $47,213 | $85,766-45.0% | $136,298-65.4% | $70,126-32.7% |
| Participation rate | 44.0% | 74.2%-30.2pp | 81.9%-37.9pp | 69.5%-25.5pp |
| Annual return | 13.88% | 31.46%-17.6pp | 5156.27%-5142.4pp | 73.15%-59.3pp |
| Employer contribution / active EE | $712 | $2,966-76.0% | $4,696-84.8% | $2,343-69.6% |
| Participant deferral / active EE | $1,333 | $5,051-73.6% | $6,247-78.7% | $3,332-60.0% |
| Admin fee / account holder | $1,166 | $5,421-78.5% | $9,244-87.4% | $4,645-74.9% |