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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 | $43,750 | $94,031-53.5% | $115,768-62.2% | $82,448-46.9% |
| Participation rate | 50.9% | 70.4%-19.5pp | 74.4%-23.5pp | 68.1%-17.2pp |
| Annual return | 8.64% | 20.61%-12.0pp | 100.46%-91.8pp | 41.64%-33.0pp |
| Employer contribution / active EE | $837 | $2,323-64.0% | $2,940-71.5% | $2,551-67.2% |
| Participant deferral / active EE | $1,071 | $3,972-73.0% | $4,917-78.2% | $4,139-74.1% |
| Admin fee / account holder | $1,381 | $10,249-86.5% | $12,439-88.9% | $7,234-80.9% |