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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 | $23,410 | $60,261-61.2% | $81,783-71.4% | $74,546-68.6% |
| Participation rate | 19.3% | 62.9%-43.6pp | 72.4%-53.0pp | 67.2%-47.9pp |
| Annual return | 10.32% | 16.88%-6.6pp | 775.05%-764.7pp | 1366.03%-1355.7pp |
| Employer contribution / active EE | $574 | $2,622-78.1% | $2,913-80.3% | $2,624-78.1% |
| Participant deferral / active EE | $691 | $3,388-79.6% | $4,320-84.0% | $4,347-84.1% |
| Admin fee / account holder | $1,635 | $1,482+10.3% | $7,380-77.8% | $1,944-15.9% |