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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 | $32,043 | $61,125-47.6% | $94,057-65.9% | $87,485-63.4% |
| Participation rate | 42.9% | 64.1%-21.2pp | 73.3%-30.5pp | 68.9%-26.1pp |
| Annual return | 10.14% | 35.20%-25.1pp | 480.62%-470.5pp | 26.06%-15.9pp |
| Employer contribution / active EE | $1,742 | $2,136-18.5% | $2,933-40.6% | $2,596-32.9% |
| Participant deferral / active EE | $686 | $3,260-79.0% | $4,709-85.4% | $4,274-84.0% |
| Admin fee / account holder | $1,079 | $5,629-80.8% | $7,244-85.1% | $7,775-86.1% |