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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 | $9,178 | $75,541-87.8% | $152,093-94.0% | $82,637-88.9% |
| Participation rate | 46.5% | 66.5%-20.0pp | 77.8%-31.3pp | 68.1%-21.5pp |
| Annual return | 9.87% | 32.56%-22.7pp | 66.36%-56.5pp | 53.51%-43.6pp |
| Employer contribution / active EE | $836 | $2,622-68.1% | $4,175-80.0% | $2,552-67.2% |
| Participant deferral / active EE | $518 | $3,206-83.8% | $5,451-90.5% | $4,126-87.4% |
| Admin fee / account holder | $434 | $6,405-93.2% | $14,497-97.0% | $7,339-94.1% |