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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 | $65,019 | $98,776-34.2% | $149,745-56.6% | $79,856-18.6% |
| Participation rate | 33.3% | 75.8%-42.5pp | 82.5%-49.1pp | 69.6%-36.3pp |
| Annual return | 4.65% | 27.38%-22.7pp | 276.72%-272.1pp | 31.71%-27.1pp |
| Employer contribution / active EE | $934 | $3,217-71.0% | $4,646-79.9% | $2,471-62.2% |
| Participant deferral / active EE | $1,291 | $5,681-77.3% | $6,843-81.1% | $3,741-65.5% |
| Admin fee / account holder | $1,964 | $6,053-67.6% | $9,312-78.9% | $5,306-63.0% |