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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 | $40,392 | $68,398-40.9% | $94,664-57.3% | $75,173-46.3% |
| Participation rate | 45.2% | 76.1%-30.9pp | 80.8%-35.7pp | 67.2%-22.0pp |
| Annual return | 13.59% | 616.72%-603.1pp | 156.84%-143.3pp | 160.72%-147.1pp |
| Employer contribution / active EE | $1,443 | $2,701-46.6% | $3,673-60.7% | $2,671-46.0% |
| Participant deferral / active EE | $2,713 | $6,537-58.5% | $7,417-63.4% | $4,126-34.3% |
| Admin fee / account holder | $8,394 | $5,324+57.7% | $7,222+16.2% | $5,651+48.5% |