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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 | $36,663 | $67,602-45.8% | $82,312-55.5% | $70,126-47.7% |
| Participation rate | 40.8% | 72.8%-32.0pp | 76.9%-36.1pp | 69.5%-28.8pp |
| Annual return | 10.45% | 21.57%-11.1pp | 25.88%-15.4pp | 73.15%-62.7pp |
| Employer contribution / active EE | $676 | $1,755-61.5% | $2,428-72.2% | $2,343-71.2% |
| Participant deferral / active EE | $1,140 | $2,987-61.9% | $3,706-69.3% | $3,332-65.8% |
| Admin fee / account holder | $2,104 | $4,512-53.4% | $5,608-62.5% | $4,645-54.7% |