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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 | $56,277 | $84,236-33.2% | $170,435-67.0% | $70,126-19.7% |
| Participation rate | 12.5% | 70.8%-58.3pp | 83.6%-71.1pp | 69.5%-57.0pp |
| Annual return | 9.08% | 23.06%-14.0pp | 205.94%-196.9pp | 73.15%-64.1pp |
| Employer contribution / active EE | $601 | $3,387-82.2% | $5,432-88.9% | $2,343-74.3% |
| Participant deferral / active EE | $646 | $3,086-79.1% | $4,939-86.9% | $3,332-80.6% |
| Admin fee / account holder | $1,107 | $5,698-80.6% | $13,881-92.0% | $4,645-76.2% |