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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 | $75,598 | $106,749-29.2% | $145,433-48.0% | $82,448-8.3% |
| Participation rate | 13.0% | 75.6%-62.6pp | 82.1%-69.1pp | 68.1%-55.0pp |
| Annual return | 10.18% | 27.59%-17.4pp | 66.58%-56.4pp | 41.64%-31.5pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $4,554-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $440 | $6,519-93.2% | $7,897-94.4% | $4,139-89.4% |
| Admin fee / account holder | $883 | $8,390-89.5% | $13,129-93.3% | $7,234-87.8% |