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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 | $20,608 | $58,726-64.9% | $142,898-85.6% | $85,847-76.0% |
| Participation rate | 54.4% | 58.5%-4.1pp | 72.0%-17.5pp | 69.3%-14.9pp |
| Annual return | 9.87% | 27.73%-17.9pp | 5639.64%-5629.8pp | 318.61%-308.7pp |
| Employer contribution / active EE | $656 | $1,424-53.9% | $4,146-84.2% | $2,565-74.4% |
| Participant deferral / active EE | $826 | $2,609-68.3% | $3,838-78.5% | $3,952-79.1% |
| Admin fee / account holder | $1,385 | $4,234-67.3% | $6,560-78.9% | $6,261-77.9% |