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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 | $34,445 | $106,749-67.7% | $145,433-76.3% | $82,448-58.2% |
| Participation rate | 22.6% | 75.6%-53.1pp | 82.1%-59.5pp | 68.1%-45.5pp |
| Annual return | 10.38% | 27.59%-17.2pp | 66.58%-56.2pp | 41.64%-31.3pp |
| Employer contribution / active EE | $891 | $3,444-74.1% | $4,554-80.4% | $2,551-65.1% |
| Participant deferral / active EE | $2,365 | $6,519-63.7% | $7,897-70.1% | $4,139-42.9% |
| Admin fee / account holder | $431 | $8,390-94.9% | $13,129-96.7% | $7,234-94.0% |