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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 | $11,127 | $110,337-89.9% | $102,383-89.1% | $145,877-92.4% |
| Participation rate | 42.9% | 77.9%-35.1pp | 74.5%-31.7pp | 80.3%-37.4pp |
| Annual return | 7.52% | 24.83%-17.3pp | 24.94%-17.4pp | 551.28%-543.8pp |
| Employer contribution / active EE | $909 | $4,216-78.4% | $3,870-76.5% | $4,663-80.5% |
| Participant deferral / active EE | $1,220 | $5,621-78.3% | $5,060-75.9% | $6,691-81.8% |
| Admin fee / account holder | $475 | $9,750-95.1% | $8,391-94.3% | $13,402-96.5% |