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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 | $26,019 | $110,410-76.4% | $102,437-74.6% | $145,897-82.2% |
| Participation rate | 8.3% | 77.9%-69.6pp | 74.5%-66.2pp | 80.3%-72.0pp |
| Annual return | 8.07% | 24.85%-16.8pp | 24.95%-16.9pp | 552.29%-544.2pp |
| Employer contribution / active EE | $1,501 | $4,217-64.4% | $3,871-61.2% | $4,663-67.8% |
| Participant deferral / active EE | $662 | $5,622-88.2% | $5,060-86.9% | $6,689-90.1% |
| Admin fee / account holder | $1,931 | $9,745-80.2% | $8,388-77.0% | $13,390-85.6% |