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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 | $29,598 | $157,304-81.2% | $141,197-79.0% | $152,909-80.6% |
| Participation rate | 50.0% | 84.8%-34.8pp | 82.5%-32.5pp | 82.5%-32.5pp |
| Annual return | 13.54% | 64.34%-50.8pp | 71.41%-57.9pp | 345.46%-331.9pp |
| Employer contribution / active EE | $1,358 | $5,263-74.2% | $4,736-71.3% | $4,764-71.5% |
| Participant deferral / active EE | $2,071 | $7,111-70.9% | $6,710-69.1% | $5,851-64.6% |
| Admin fee / account holder | $1,663 | $12,126-86.3% | $10,265-83.8% | $11,601-85.7% |