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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 | $43,573 | $65,034-33.0% | $90,970-52.1% | $79,856-45.4% |
| Participation rate | 46.2% | 61.6%-15.5pp | 69.0%-22.9pp | 69.6%-23.5pp |
| Annual return | 7.04% | 30.45%-23.4pp | 134.60%-127.6pp | 31.71%-24.7pp |
| Employer contribution / active EE | $410 | $1,247-67.2% | $2,122-80.7% | $2,471-83.4% |
| Participant deferral / active EE | $846 | $2,512-66.3% | $3,373-74.9% | $3,741-77.4% |
| Admin fee / account holder | $7,247 | $4,536+59.8% | $5,961+21.6% | $5,306+36.6% |