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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 | $21,140 | $54,541-61.2% | $78,778-73.2% | $70,126-69.9% |
| Participation rate | 19.1% | 60.8%-41.7pp | 69.2%-50.0pp | 69.5%-50.4pp |
| Annual return | 5.98% | 21.07%-15.1pp | 35.62%-29.6pp | 73.15%-67.2pp |
| Employer contribution / active EE | $612 | $1,089-43.8% | $1,986-69.2% | $2,343-73.9% |
| Participant deferral / active EE | $855 | $2,210-61.3% | $2,958-71.1% | $3,332-74.4% |
| Admin fee / account holder | $823 | $3,709-77.8% | $5,134-84.0% | $4,645-82.3% |