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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 | $39,399 | $59,448-33.7% | $93,696-57.9% | $74,459-47.1% |
| Participation rate | 13.9% | 59.6%-45.7pp | 68.7%-54.8pp | 67.2%-53.3pp |
| Annual return | 10.08% | 82.11%-72.0pp | 133.74%-123.7pp | 1369.70%-1359.6pp |
| Employer contribution / active EE | $303 | $1,266-76.1% | $2,422-87.5% | $2,626-88.4% |
| Participant deferral / active EE | $785 | $3,052-74.3% | $4,417-82.2% | $4,350-82.0% |
| Admin fee / account holder | $3,611 | $3,027+19.3% | $8,287-56.4% | $1,945+85.7% |