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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 | $11,261 | $97,125-88.4% | $86,233-86.9% | $137,256-91.8% |
| Participation rate | 56.3% | 74.2%-17.9pp | 69.0%-12.8pp | 80.0%-23.7pp |
| Annual return | 3.45% | 74.19%-70.7pp | 61.39%-57.9pp | 220.34%-216.9pp |
| Employer contribution / active EE | $657 | $2,841-76.9% | $2,504-73.8% | $4,156-84.2% |
| Participant deferral / active EE | $342 | $5,180-93.4% | $4,559-92.5% | $6,407-94.7% |
| Admin fee / account holder | $309 | $9,725-96.8% | $8,342-96.3% | $12,270-97.5% |