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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 | $11,976 | $39,036-69.3% | $80,784-85.2% | $85,851-86.1% |
| Participation rate | 20.6% | 41.6%-21.0pp | 54.2%-33.6pp | 69.3%-48.7pp |
| Annual return | 10.09% | 26.31%-16.2pp | 87.31%-77.2pp | 318.63%-308.5pp |
| Employer contribution / active EE | $163 | $722-77.4% | $1,160-85.9% | $2,565-93.6% |
| Participant deferral / active EE | $288 | $1,326-78.3% | $2,145-86.6% | $3,952-92.7% |
| Admin fee / account holder | $1,628 | $2,429-33.0% | $3,380-51.8% | $6,261-74.0% |