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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 | $9,181 | $29,319-68.7% | $52,425-82.5% | $82,448-88.9% |
| Participation rate | 15.2% | 46.9%-31.7pp | 55.6%-40.5pp | 68.1%-52.9pp |
| Annual return | 12.58% | 535.20%-522.6pp | 302.12%-289.5pp | 41.64%-29.1pp |
| Employer contribution / active EE | $132 | $586-77.5% | $914-85.6% | $2,551-94.8% |
| Participant deferral / active EE | $215 | $1,171-81.6% | $1,790-88.0% | $4,139-94.8% |
| Admin fee / account holder | $1,240 | $1,962-36.8% | $2,495-50.3% | $7,234-82.9% |