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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 | $111,814-90.0% | $103,378-89.2% | $145,978-92.4% |
| Participation rate | 42.9% | 77.9%-35.1pp | 74.5%-31.7pp | 80.3%-37.4pp |
| Annual return | 7.52% | 24.80%-17.3pp | 24.91%-17.4pp | 550.52%-543.0pp |
| Employer contribution / active EE | $909 | $4,215-78.4% | $3,870-76.5% | $4,662-80.5% |
| Participant deferral / active EE | $1,220 | $5,618-78.3% | $5,058-75.9% | $6,690-81.8% |
| Admin fee / account holder | $475 | $9,764-95.1% | $8,401-94.3% | $13,400-96.5% |