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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 | $58,241-48.9% | $81,780-63.6% | $80,911-63.2% |
| Participation rate | 51.3% | 63.4%-12.2pp | 72.4%-21.1pp | 67.6%-16.4pp |
| Annual return | 10.74% | 41.73%-31.0pp | 776.27%-765.5pp | 35.63%-24.9pp |
| Employer contribution / active EE | $948 | $2,343-59.6% | $2,914-67.5% | $2,756-65.6% |
| Participant deferral / active EE | $317 | $3,283-90.3% | $4,321-92.7% | $4,297-92.6% |
| Admin fee / account holder | $1,302 | $4,973-73.8% | $7,384-82.4% | $6,935-81.2% |