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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 | $29,640 | $59,467-50.2% | $93,727-68.4% | $74,478-60.2% |
| Participation rate | 35.8% | 59.6%-23.8pp | 68.7%-32.9pp | 67.2%-31.4pp |
| Annual return | 9.58% | 82.14%-72.6pp | 133.83%-124.2pp | 1370.56%-1361.0pp |
| Employer contribution / active EE | $315 | $1,267-75.1% | $2,421-87.0% | $2,626-88.0% |
| Participant deferral / active EE | $674 | $3,052-77.9% | $4,417-84.7% | $4,350-84.5% |
| Admin fee / account holder | $1,174 | $3,028-61.2% | $8,292-85.8% | $1,946-39.6% |