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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 | $45,255 | $79,184-42.8% | $102,438-55.8% | $74,546-39.3% |
| Participation rate | 49.0% | 74.8%-25.8pp | 76.5%-27.5pp | 67.2%-18.3pp |
| Annual return | 10.51% | 54.95%-44.4pp | 29.37%-18.9pp | 1366.03%-1355.5pp |
| Employer contribution / active EE | $907 | $2,362-61.6% | $3,024-70.0% | $2,624-65.4% |
| Participant deferral / active EE | $1,745 | $4,414-60.5% | $5,054-65.5% | $4,347-59.9% |
| Admin fee / account holder | $3,265 | $2,001+63.1% | $9,448-65.4% | $1,944+68.0% |