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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 | $47,275 | $102,385-53.8% | $147,080-67.9% | $80,935-41.6% |
| Participation rate | 66.7% | 75.9%-9.2pp | 82.2%-15.5pp | 67.7%-1.0pp |
| Annual return | 9.19% | 135.09%-125.9pp | 420.17%-411.0pp | 35.66%-26.5pp |
| Employer contribution / active EE | $1,354 | $3,717-63.6% | $4,933-72.5% | $2,757-50.9% |
| Participant deferral / active EE | $2,271 | $6,651-65.9% | $8,066-71.9% | $4,299-47.2% |
| Admin fee / account holder | $415 | $7,951-94.8% | $12,989-96.8% | $6,924-94.0% |