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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 | $59,467-49.3% | $93,727-67.9% | $74,478-59.6% |
| Participation rate | 31.4% | 59.6%-28.3pp | 68.7%-37.4pp | 67.2%-35.9pp |
| Annual return | 8.82% | 82.14%-73.3pp | 133.83%-125.0pp | 1370.56%-1361.7pp |
| Employer contribution / active EE | $614 | $1,267-51.5% | $2,421-74.6% | $2,626-76.6% |
| Participant deferral / active EE | $941 | $3,052-69.2% | $4,417-78.7% | $4,350-78.4% |
| Admin fee / account holder | $443 | $3,028-85.4% | $8,292-94.7% | $1,946-77.2% |