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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 | $55,209 | $85,766-35.6% | $136,297-59.5% | $70,124-21.3% |
| Participation rate | 40.0% | 74.2%-34.2pp | 81.9%-41.9pp | 69.5%-29.5pp |
| Annual return | 11.08% | 31.45%-20.4pp | 5156.19%-5145.1pp | 73.14%-62.1pp |
| Employer contribution / active EE | $999 | $2,966-66.3% | $4,696-78.7% | $2,342-57.4% |
| Participant deferral / active EE | $1,302 | $5,051-74.2% | $6,247-79.2% | $3,332-60.9% |
| Admin fee / account holder | $505 | $5,420-90.7% | $9,244-94.5% | $4,645-89.1% |