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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 | $77,740 | $102,422-24.1% | $147,117-47.2% | $80,959-4.0% |
| Participation rate | 31.1% | 75.9%-44.7pp | 82.2%-51.0pp | 67.7%-36.5pp |
| Annual return | 11.36% | 135.16%-123.8pp | 420.54%-409.2pp | 35.67%-24.3pp |
| Employer contribution / active EE | $932 | $3,717-74.9% | $4,932-81.1% | $2,757-66.2% |
| Participant deferral / active EE | $1,893 | $6,652-71.5% | $8,065-76.5% | $4,300-56.0% |
| Admin fee / account holder | $38,622 | $7,953+385.6% | $12,993+197.3% | $6,925+457.7% |