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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 | $28,818 | $84,236-65.8% | $170,435-83.1% | $70,126-58.9% |
| Participation rate | 47.8% | 70.8%-23.1pp | 83.6%-35.8pp | 69.5%-21.8pp |
| Annual return | 10.42% | 23.06%-12.6pp | 205.94%-195.5pp | 73.15%-62.7pp |
| Employer contribution / active EE | $521 | $3,387-84.6% | $5,432-90.4% | $2,343-77.8% |
| Participant deferral / active EE | $689 | $3,086-77.7% | $4,939-86.1% | $3,332-79.3% |
| Admin fee / account holder | $1,246 | $5,698-78.1% | $13,881-91.0% | $4,645-73.2% |