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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 | $34,597 | $102,429-66.2% | $147,096-76.5% | $80,925-57.2% |
| Participation rate | 28.0% | 75.9%-47.9pp | 82.2%-54.2pp | 67.7%-39.7pp |
| Annual return | 11.02% | 135.02%-124.0pp | 419.75%-408.7pp | 35.65%-24.6pp |
| Employer contribution / active EE | $940 | $3,716-74.7% | $4,936-81.0% | $2,756-65.9% |
| Participant deferral / active EE | $1,582 | $6,649-76.2% | $8,071-80.4% | $4,299-63.2% |
| Admin fee / account holder | $3,965 | $7,957-50.2% | $13,005-69.5% | $6,940-42.9% |