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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 | $34,169 | $102,385-66.6% | $147,080-76.8% | $80,935-57.8% |
| Participation rate | 57.7% | 75.9%-18.2pp | 82.2%-24.5pp | 67.7%-10.0pp |
| Annual return | 11.33% | 135.09%-123.8pp | 420.17%-408.8pp | 35.66%-24.3pp |
| Employer contribution / active EE | $936 | $3,717-74.8% | $4,933-81.0% | $2,757-66.1% |
| Participant deferral / active EE | $2,197 | $6,651-67.0% | $8,066-72.8% | $4,299-48.9% |
| Admin fee / account holder | $664 | $7,951-91.6% | $12,989-94.9% | $6,924-90.4% |