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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 | $58,547 | $79,700-26.5% | $153,643-61.9% | $74,459-21.4% |
| Participation rate | 39.4% | 69.8%-30.4pp | 77.1%-37.6pp | 67.2%-27.8pp |
| Annual return | 11.52% | 15.07%-3.5pp | 15.71%-4.2pp | 1369.70%-1358.2pp |
| Employer contribution / active EE | $1,558 | $4,016-61.2% | $5,039-69.1% | $2,626-40.7% |
| Participant deferral / active EE | $1,760 | $5,315-66.9% | $6,754-73.9% | $4,350-59.5% |
| Admin fee / account holder | $9,514 | $1,790+431.6% | $12,739-25.3% | $1,945+389.2% |