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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 | $13,436 | $61,787-78.3% | $97,197-86.2% | $80,925-83.4% |
| Participation rate | 33.3% | 63.5%-30.1pp | 72.7%-39.4pp | 67.7%-34.3pp |
| Annual return | 10.34% | -558.16%+568.5pp | 75.47%-65.1pp | 35.65%-25.3pp |
| Employer contribution / active EE | $489 | $1,836-73.4% | $2,723-82.0% | $2,756-82.3% |
| Participant deferral / active EE | $758 | $3,027-75.0% | $4,263-82.2% | $4,299-82.4% |
| Admin fee / account holder | $3,549 | $5,170-31.4% | $5,637-37.1% | $6,940-48.9% |