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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 | $49,452 | $74,535-33.7% | $100,712-50.9% | $82,637-40.2% |
| Participation rate | 28.6% | 61.2%-32.6pp | 69.3%-40.7pp | 68.1%-39.5pp |
| Annual return | 7.72% | 18.92%-11.2pp | 33.27%-25.6pp | 53.51%-45.8pp |
| Employer contribution / active EE | $623 | $1,503-58.6% | $2,313-73.1% | $2,552-75.6% |
| Participant deferral / active EE | $1,122 | $3,074-63.5% | $4,085-72.5% | $4,126-72.8% |
| Admin fee / account holder | $1,127 | $6,576-82.9% | $9,256-87.8% | $7,339-84.6% |