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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 | $6,150 | $29,051-78.8% | $52,425-88.3% | $67,986-91.0% |
| Participation rate | 8.7% | 30.4%-21.8pp | 55.6%-47.0pp | 57.2%-48.6pp |
| Annual return | 12.75% | 24.00%-11.2pp | 302.12%-289.4pp | 31.67%-18.9pp |
| Employer contribution / active EE | $55 | $412-86.7% | $914-94.0% | $2,019-97.3% |
| Participant deferral / active EE | $130 | $873-85.1% | $1,790-92.7% | $3,358-96.1% |
| Admin fee / account holder | $1,228 | $2,113-41.9% | $2,495-50.8% | $3,203-61.7% |