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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 | $59,456-49.3% | $93,669-67.8% | $74,429-59.5% |
| Participation rate | 31.4% | 59.6%-28.3pp | 68.7%-37.4pp | 67.2%-35.9pp |
| Annual return | 8.82% | 82.00%-73.2pp | 133.59%-124.8pp | 1368.38%-1359.6pp |
| Employer contribution / active EE | $614 | $1,266-51.5% | $2,424-74.6% | $2,625-76.6% |
| Participant deferral / active EE | $941 | $3,052-69.2% | $4,416-78.7% | $4,348-78.4% |
| Admin fee / account holder | $443 | $3,026-85.4% | $8,291-94.7% | $1,944-77.2% |