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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 | $34,044 | $65,704-48.2% | $94,229-63.9% | $59,633-42.9% |
| Participation rate | 65.2% | 72.1%-6.9pp | 78.8%-13.6pp | 68.7%-3.5pp |
| Annual return | -3.47% | 5.22%-8.7pp | 10.68%-14.2pp | 2041.45%-2044.9pp |
| Employer contribution / active EE | $633 | $2,021-68.7% | $3,587-82.3% | $2,203-71.3% |
| Participant deferral / active EE | $1,186 | $3,143-62.3% | $4,320-72.5% | $3,192-62.8% |
| Admin fee / account holder | $366 | $4,265-91.4% | $6,269-94.2% | $4,297-91.5% |