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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 | $44,831 | $52,507-14.6% | $129,406-65.4% | $74,478-39.8% |
| Participation rate | 10.9% | 53.9%-43.0pp | 69.6%-58.8pp | 67.2%-56.3pp |
| Annual return | 7.79% | 15.64%-7.8pp | 9468.18%-9460.4pp | 1370.56%-1362.8pp |
| Employer contribution / active EE | $0 | $1,534-100.0% | $4,155-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $789 | $2,801-71.8% | $4,167-81.1% | $4,350-81.9% |
| Admin fee / account holder | $2,036 | $2,639-22.9% | $7,689-73.5% | $1,946+4.6% |