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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 | $29,744 | $58,311-49.0% | $81,882-63.7% | $80,959-63.3% |
| Participation rate | 51.3% | 63.5%-12.2pp | 72.4%-21.1pp | 67.7%-16.4pp |
| Annual return | 10.74% | 41.85%-31.1pp | 779.47%-768.7pp | 35.67%-24.9pp |
| Employer contribution / active EE | $948 | $2,347-59.6% | $2,916-67.5% | $2,757-65.6% |
| Participant deferral / active EE | $317 | $3,287-90.4% | $4,323-92.7% | $4,300-92.6% |
| Admin fee / account holder | $1,302 | $4,752-72.6% | $7,360-82.3% | $6,925-81.2% |