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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 | $26,173 | $95,406-72.6% | $185,849-85.9% | $85,847-69.5% |
| Participation rate | 42.4% | 68.8%-26.3pp | 81.7%-39.3pp | 69.3%-26.9pp |
| Annual return | 8.01% | 23.59%-15.6pp | 122.10%-114.1pp | 318.61%-310.6pp |
| Employer contribution / active EE | $440 | $3,314-86.7% | $5,169-91.5% | $2,565-82.8% |
| Participant deferral / active EE | $502 | $3,424-85.3% | $5,569-91.0% | $3,952-87.3% |
| Admin fee / account holder | $498 | $7,214-93.1% | $16,244-96.9% | $6,261-92.0% |