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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 | $25,524 | $45,123-43.4% | $85,240-70.1% | $74,478-65.7% |
| Participation rate | 21.3% | 49.4%-28.0pp | 67.5%-46.2pp | 67.2%-45.9pp |
| Annual return | 10.29% | 26.32%-16.0pp | 66.75%-56.5pp | 1370.56%-1360.3pp |
| Employer contribution / active EE | $407 | $1,459-72.1% | $2,735-85.1% | $2,626-84.5% |
| Participant deferral / active EE | $449 | $2,736-83.6% | $4,527-90.1% | $4,350-89.7% |
| Admin fee / account holder | $1,077 | $2,215-51.4% | $6,165-82.5% | $1,946-44.7% |