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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 | $112,212 | $61,660+82.0% | $80,022+40.2% | $64,173+74.9% |
| Participation rate | 11.9% | 71.7%-59.8pp | 75.8%-63.9pp | 69.6%-57.7pp |
| Annual return | -9.27% | -0.33%-8.9pp | 11.22%-20.5pp | 7.63%-16.9pp |
| Employer contribution / active EE | $711 | $1,810-60.7% | $2,468-71.2% | $2,381-70.1% |
| Participant deferral / active EE | $1,128 | $2,968-62.0% | $3,686-69.4% | $3,470-67.5% |
| Admin fee / account holder | $996 | $5,417-81.6% | $6,521-84.7% | $4,887-79.6% |