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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 | $41,625 | $78,705-47.1% | $117,857-64.7% | $70,131-40.6% |
| Participation rate | 46.7% | 73.2%-26.5pp | 79.7%-32.9pp | 69.5%-22.8pp |
| Annual return | 7.09% | 23.30%-16.2pp | 335.09%-328.0pp | 73.14%-66.0pp |
| Employer contribution / active EE | $526 | $2,223-76.3% | $3,786-86.1% | $2,342-77.5% |
| Participant deferral / active EE | $1,330 | $3,297-59.7% | $4,482-70.3% | $3,332-60.1% |
| Admin fee / account holder | $771 | $5,065-84.8% | $8,020-90.4% | $4,645-83.4% |