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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 | $27,605 | $68,398-59.6% | $94,664-70.8% | $75,173-63.3% |
| Participation rate | 55.6% | 76.1%-20.5pp | 80.8%-25.3pp | 67.2%-11.6pp |
| Annual return | 14.57% | 616.72%-602.2pp | 156.84%-142.3pp | 160.72%-146.2pp |
| Employer contribution / active EE | $1,260 | $2,701-53.3% | $3,673-65.7% | $2,671-52.8% |
| Participant deferral / active EE | $1,359 | $6,537-79.2% | $7,417-81.7% | $4,126-67.1% |
| Admin fee / account holder | $2,504 | $5,324-53.0% | $7,222-65.3% | $5,651-55.7% |