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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 | $32,473 | $76,551-57.6% | $123,894-73.8% | $62,881-48.4% |
| Participation rate | 13.8% | 73.0%-59.2pp | 81.4%-67.6pp | 69.3%-55.5pp |
| Annual return | -5.10% | 18.68%-23.8pp | 47.52%-52.6pp | 20.14%-25.2pp |
| Employer contribution / active EE | $2,625 | $2,882-8.9% | $4,617-43.1% | $2,281+15.1% |
| Participant deferral / active EE | $1,039 | $4,840-78.5% | $5,984-82.6% | $3,203-67.6% |
| Admin fee / account holder | $8,816 | $4,826+82.7% | $8,357+5.5% | $4,296+105.2% |