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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 | $37,407 | $65,434-42.8% | $98,483-62.0% | $85,847-56.4% |
| Participation rate | 21.1% | 65.0%-44.0pp | 73.3%-52.3pp | 69.3%-48.3pp |
| Annual return | 9.52% | 21.75%-12.2pp | 1494.38%-1484.9pp | 318.61%-309.1pp |
| Employer contribution / active EE | $235 | $2,169-89.2% | $2,961-92.1% | $2,565-90.8% |
| Participant deferral / active EE | $331 | $3,168-89.5% | $4,276-92.3% | $3,952-91.6% |
| Admin fee / account holder | $6,644 | $4,595+44.6% | $5,953+11.6% | $6,261+6.1% |