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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 | $17,055 | $95,415-82.1% | $185,851-90.8% | $85,851-80.1% |
| Participation rate | 58.5% | 68.8%-10.3pp | 81.7%-23.2pp | 69.3%-10.9pp |
| Annual return | 9.05% | 23.59%-14.5pp | 122.11%-113.1pp | 318.63%-309.6pp |
| Employer contribution / active EE | $820 | $3,314-75.3% | $5,168-84.1% | $2,565-68.0% |
| Participant deferral / active EE | $650 | $3,424-81.0% | $5,569-88.3% | $3,952-83.6% |
| Admin fee / account holder | $1,894 | $7,215-73.8% | $16,245-88.3% | $6,261-69.8% |