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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 | $28,860 | $71,230-59.5% | $93,727-69.2% | $80,959-64.4% |
| Participation rate | 51.2% | 60.4%-9.2pp | 68.7%-17.5pp | 67.7%-16.5pp |
| Annual return | 7.28% | 11.26%-4.0pp | 133.83%-126.6pp | 35.67%-28.4pp |
| Employer contribution / active EE | $541 | $1,565-65.4% | $2,421-77.7% | $2,757-80.4% |
| Participant deferral / active EE | $708 | $4,037-82.5% | $4,417-84.0% | $4,300-83.5% |
| Admin fee / account holder | $2,183 | $6,961-68.6% | $8,292-73.7% | $6,925-68.5% |