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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 | $30,123 | $59,402-49.3% | $93,654-67.8% | $74,546-59.6% |
| Participation rate | 31.4% | 59.7%-28.3pp | 68.7%-37.4pp | 67.2%-35.9pp |
| Annual return | 8.82% | 81.86%-73.0pp | 133.34%-124.5pp | 1366.03%-1357.2pp |
| Employer contribution / active EE | $614 | $1,265-51.4% | $2,421-74.6% | $2,624-76.6% |
| Participant deferral / active EE | $941 | $3,049-69.1% | $4,413-78.7% | $4,347-78.4% |
| Admin fee / account holder | $443 | $3,023-85.4% | $8,282-94.7% | $1,944-77.2% |