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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 | $24,975 | $80,812-69.1% | $160,784-84.5% | $82,448-69.7% |
| Participation rate | 33.3% | 66.2%-32.9pp | 77.0%-43.6pp | 68.1%-34.7pp |
| Annual return | 11.71% | 100.59%-88.9pp | 1803.92%-1792.2pp | 41.64%-29.9pp |
| Employer contribution / active EE | $429 | $2,174-80.3% | $3,733-88.5% | $2,551-83.2% |
| Participant deferral / active EE | $881 | $4,335-79.7% | $6,293-86.0% | $4,139-78.7% |
| Admin fee / account holder | $9,968 | $7,695+29.5% | $9,717+2.6% | $7,234+37.8% |