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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 | $23,616 | $72,177-67.3% | $115,038-79.5% | $59,633-60.4% |
| Participation rate | 28.1% | 72.6%-44.4pp | 81.4%-53.2pp | 68.7%-40.5pp |
| Annual return | -2.77% | 12.02%-14.8pp | 26.14%-28.9pp | 2041.45%-2044.2pp |
| Employer contribution / active EE | $940 | $2,841-66.9% | $4,608-79.6% | $2,203-57.3% |
| Participant deferral / active EE | $1,694 | $4,783-64.6% | $6,026-71.9% | $3,192-46.9% |
| Admin fee / account holder | $893 | $4,927-81.9% | $8,175-89.1% | $4,297-79.2% |