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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 | $48,919 | $95,406-48.7% | $185,849-73.7% | $85,847-43.0% |
| Participation rate | 38.3% | 68.8%-30.5pp | 81.7%-43.4pp | 69.3%-31.0pp |
| Annual return | 11.02% | 23.59%-12.6pp | 122.10%-111.1pp | 318.61%-307.6pp |
| Employer contribution / active EE | $611 | $3,314-81.6% | $5,169-88.2% | $2,565-76.2% |
| Participant deferral / active EE | $919 | $3,424-73.2% | $5,569-83.5% | $3,952-76.7% |
| Admin fee / account holder | $2,596 | $7,214-64.0% | $16,244-84.0% | $6,261-58.5% |