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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 | $22,985 | $70,430-67.4% | $96,572-76.2% | $85,851-73.2% |
| Participation rate | 44.3% | 61.8%-17.5pp | 69.8%-25.5pp | 69.3%-25.0pp |
| Annual return | 8.21% | 18.58%-10.4pp | 37.79%-29.6pp | 318.63%-310.4pp |
| Employer contribution / active EE | $709 | $1,413-49.8% | $2,357-69.9% | $2,565-72.4% |
| Participant deferral / active EE | $1,122 | $2,894-61.2% | $3,850-70.8% | $3,952-71.6% |
| Admin fee / account holder | $551 | $4,996-89.0% | $6,183-91.1% | $6,261-91.2% |