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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 | $14,164 | $97,125-85.4% | $86,233-83.6% | $137,256-89.7% |
| Participation rate | 56.3% | 74.2%-17.9pp | 69.0%-12.8pp | 80.0%-23.7pp |
| Annual return | 3.79% | 74.19%-70.4pp | 61.39%-57.6pp | 220.34%-216.5pp |
| Employer contribution / active EE | $598 | $2,841-79.0% | $2,504-76.1% | $4,156-85.6% |
| Participant deferral / active EE | $836 | $5,180-83.9% | $4,559-81.7% | $6,407-86.9% |
| Admin fee / account holder | $13,507 | $9,725+38.9% | $8,342+61.9% | $12,270+10.1% |