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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 | $36,885 | $88,203-58.2% | $165,100-77.7% | $74,478-50.5% |
| Participation rate | 38.0% | 73.1%-35.2pp | 78.6%-40.7pp | 67.2%-29.3pp |
| Annual return | 10.92% | 17.13%-6.2pp | 70.21%-59.3pp | 1370.56%-1359.6pp |
| Employer contribution / active EE | $848 | $2,601-67.4% | $4,348-80.5% | $2,626-67.7% |
| Participant deferral / active EE | $1,076 | $4,505-76.1% | $6,035-82.2% | $4,350-75.3% |
| Admin fee / account holder | $815 | $2,235-63.5% | $12,696-93.6% | $1,946-58.1% |