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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 | $20,002 | $84,236-76.3% | $170,435-88.3% | $70,126-71.5% |
| Participation rate | 37.0% | 70.8%-33.9pp | 83.6%-46.6pp | 69.5%-32.6pp |
| Annual return | 11.96% | 23.06%-11.1pp | 205.94%-194.0pp | 73.15%-61.2pp |
| Employer contribution / active EE | $490 | $3,387-85.5% | $5,432-91.0% | $2,343-79.1% |
| Participant deferral / active EE | $664 | $3,086-78.5% | $4,939-86.5% | $3,332-80.1% |
| Admin fee / account holder | $880 | $5,698-84.6% | $13,881-93.7% | $4,645-81.1% |