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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 | $29,899 | $97,125-69.2% | $86,233-65.3% | $137,256-78.2% |
| Participation rate | 16.7% | 74.2%-57.5pp | 69.0%-52.4pp | 80.0%-63.3pp |
| Annual return | 0.28% | 74.19%-73.9pp | 61.39%-61.1pp | 220.34%-220.1pp |
| Employer contribution / active EE | $283 | $2,841-90.1% | $2,504-88.7% | $4,156-93.2% |
| Participant deferral / active EE | $473 | $5,180-90.9% | $4,559-89.6% | $6,407-92.6% |
| Admin fee / account holder | $4,036 | $9,725-58.5% | $8,342-51.6% | $12,270-67.1% |