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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 | $9,564 | $81,276-88.2% | $155,574-93.9% | $80,925-88.2% |
| Participation rate | 57.9% | 66.2%-8.4pp | 78.2%-20.3pp | 67.7%-9.8pp |
| Annual return | 8.33% | 33.36%-25.0pp | 64.87%-56.5pp | 35.65%-27.3pp |
| Employer contribution / active EE | $593 | $3,103-80.9% | $4,676-87.3% | $2,756-78.5% |
| Participant deferral / active EE | $576 | $3,453-83.3% | $5,629-89.8% | $4,299-86.6% |
| Admin fee / account holder | $1,162 | $7,993-85.5% | $15,914-92.7% | $6,940-83.3% |