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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 | $23,880 | $58,275-59.0% | $81,844-70.8% | $80,935-70.5% |
| Participation rate | 60.0% | 63.5%-3.5pp | 72.4%-12.4pp | 67.7%-7.7pp |
| Annual return | 10.26% | 41.82%-31.6pp | 778.87%-768.6pp | 35.66%-25.4pp |
| Employer contribution / active EE | $2,059 | $2,346-12.2% | $2,916-29.4% | $2,757-25.3% |
| Participant deferral / active EE | $588 | $3,285-82.1% | $4,323-86.4% | $4,299-86.3% |
| Admin fee / account holder | $399 | $4,749-91.6% | $7,355-94.6% | $6,924-94.2% |