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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 | $36,046 | $70,684-49.0% | $169,397-78.7% | $75,177-52.1% |
| Participation rate | 56.0% | 64.8%-8.8pp | 77.2%-21.2pp | 67.2%-11.2pp |
| Annual return | 13.14% | 36.38%-23.2pp | 406.23%-393.1pp | 160.75%-147.6pp |
| Employer contribution / active EE | $748 | $2,211-66.2% | $4,013-81.4% | $2,671-72.0% |
| Participant deferral / active EE | $1,107 | $4,310-74.3% | $6,223-82.2% | $4,126-73.2% |
| Admin fee / account holder | $443 | $5,404-91.8% | $9,017-95.1% | $5,651-92.2% |