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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 | $31,436 | $65,423-52.0% | $98,477-68.1% | $85,856-63.4% |
| Participation rate | 56.5% | 65.0%-8.5pp | 73.3%-16.8pp | 69.3%-12.8pp |
| Annual return | 0.62% | 21.76%-21.1pp | 1493.59%-1493.0pp | 318.58%-318.0pp |
| Employer contribution / active EE | $802 | $2,168-63.0% | $2,961-72.9% | $2,565-68.8% |
| Participant deferral / active EE | $730 | $3,167-76.9% | $4,276-82.9% | $3,952-81.5% |
| Admin fee / account holder | $7,810 | $4,594+70.0% | $5,951+31.2% | $6,261+24.8% |