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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 | $50,373 | $16,790+200.0% | $64,489-21.9% | $67,986-25.9% |
| Participation rate | 20.3% | 62.4%-42.1pp | 67.7%-47.4pp | 57.2%-36.9pp |
| Annual return | 12.87% | 30.55%-17.7pp | 55.03%-42.2pp | 31.67%-18.8pp |
| Employer contribution / active EE | $0 | $648-100.0% | $1,523-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $476 | $1,510-68.5% | $2,778-82.9% | $3,358-85.8% |
| Admin fee / account holder | $680 | $1,690-59.8% | $4,260-84.0% | $3,203-78.8% |