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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 | $32,599 | $98,776-67.0% | $149,745-78.2% | $79,856-59.2% |
| Participation rate | 48.7% | 75.8%-27.1pp | 82.5%-33.8pp | 69.6%-20.9pp |
| Annual return | 10.99% | 27.38%-16.4pp | 276.72%-265.7pp | 31.71%-20.7pp |
| Employer contribution / active EE | $637 | $3,217-80.2% | $4,646-86.3% | $2,471-74.2% |
| Participant deferral / active EE | $1,424 | $5,681-74.9% | $6,843-79.2% | $3,741-61.9% |
| Admin fee / account holder | $440 | $6,053-92.7% | $9,312-95.3% | $5,306-91.7% |