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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 | $68,528 | $79,184-13.5% | $102,438-33.1% | $74,546-8.1% |
| Participation rate | 39.6% | 74.8%-35.2pp | 76.5%-36.9pp | 67.2%-27.6pp |
| Annual return | 8.40% | 54.95%-46.5pp | 29.37%-21.0pp | 1366.03%-1357.6pp |
| Employer contribution / active EE | $1,088 | $2,362-53.9% | $3,024-64.0% | $2,624-58.5% |
| Participant deferral / active EE | $1,967 | $4,414-55.5% | $5,054-61.1% | $4,347-54.8% |
| Admin fee / account holder | $11,604 | $2,001+479.8% | $9,448+22.8% | $1,944+497.0% |