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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 | $20,199 | $48,364-58.2% | $71,796-71.9% | $62,881-67.9% |
| Participation rate | 14.3% | 60.6%-46.3pp | 69.1%-54.8pp | 69.3%-55.0pp |
| Annual return | 4.45% | 13.16%-8.7pp | 78.04%-73.6pp | 20.14%-15.7pp |
| Employer contribution / active EE | $446 | $1,042-57.2% | $1,924-76.8% | $2,281-80.5% |
| Participant deferral / active EE | $386 | $2,091-81.5% | $2,794-86.2% | $3,203-87.9% |
| Admin fee / account holder | $1,157 | $3,771-69.3% | $4,815-76.0% | $4,296-73.1% |