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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 | $20,477 | $59,819-65.8% | $79,583-74.3% | $68,490-70.1% |
| Participation rate | 29.9% | 61.1%-31.2pp | 69.5%-39.6pp | 67.9%-38.0pp |
| Annual return | -23.91% | -12.30%-11.6pp | 0.16%-24.1pp | -7.85%-16.1pp |
| Employer contribution / active EE | $843 | $1,505-44.0% | $2,414-65.1% | $2,597-67.6% |
| Participant deferral / active EE | $1,157 | $3,025-61.7% | $3,986-71.0% | $4,028-71.3% |
| Admin fee / account holder | $854 | $4,835-82.3% | $6,835-87.5% | $5,403-84.2% |