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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 | $17,516 | $70,684-75.2% | $169,390-89.7% | $75,173-76.7% |
| Participation rate | 38.5% | 64.8%-26.3pp | 77.2%-38.7pp | 67.2%-28.7pp |
| Annual return | 12.57% | 36.38%-23.8pp | 406.07%-393.5pp | 160.72%-148.2pp |
| Employer contribution / active EE | $854 | $2,211-61.4% | $4,013-78.7% | $2,671-68.0% |
| Participant deferral / active EE | $1,294 | $4,310-70.0% | $6,222-79.2% | $4,126-68.6% |
| Admin fee / account holder | $1,983 | $5,404-63.3% | $9,015-78.0% | $5,651-64.9% |