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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 | $67,623 | $102,385-34.0% | $147,080-54.0% | $80,935-16.4% |
| Participation rate | 28.6% | 75.9%-47.3pp | 82.2%-53.6pp | 67.7%-39.1pp |
| Annual return | 10.03% | 135.09%-125.1pp | 420.17%-410.1pp | 35.66%-25.6pp |
| Employer contribution / active EE | $1,030 | $3,717-72.3% | $4,933-79.1% | $2,757-62.6% |
| Participant deferral / active EE | $2,282 | $6,651-65.7% | $8,066-71.7% | $4,299-46.9% |
| Admin fee / account holder | $650 | $7,951-91.8% | $12,989-95.0% | $6,924-90.6% |