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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 | $18,410 | $77,920-76.4% | $149,723-87.7% | $75,177-75.5% |
| Participation rate | 55.6% | 65.6%-10.0pp | 78.8%-23.2pp | 67.2%-11.6pp |
| Annual return | 10.33% | 31.72%-21.4pp | 134.50%-124.2pp | 160.75%-150.4pp |
| Employer contribution / active EE | $454 | $3,138-85.5% | $4,821-90.6% | $2,671-83.0% |
| Participant deferral / active EE | $638 | $3,411-81.3% | $5,682-88.8% | $4,126-84.6% |
| Admin fee / account holder | $345 | $5,951-94.2% | $13,215-97.4% | $5,651-93.9% |