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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 | $25,853 | $64,359-59.8% | $90,161-71.3% | $70,126-63.1% |
| Participation rate | 25.5% | 70.4%-44.9pp | 76.9%-51.4pp | 69.5%-44.1pp |
| Annual return | 11.44% | 28.13%-16.7pp | 34.89%-23.4pp | 73.15%-61.7pp |
| Employer contribution / active EE | $426 | $2,046-79.2% | $3,318-87.2% | $2,343-81.8% |
| Participant deferral / active EE | $816 | $4,389-81.4% | $5,287-84.6% | $3,332-75.5% |
| Admin fee / account holder | $1,185 | $3,945-70.0% | $5,943-80.1% | $4,645-74.5% |