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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 | $6,831 | $23,330-70.7% | $64,489-89.4% | $82,448-91.7% |
| Participation rate | 34.3% | 68.3%-34.0pp | 67.7%-33.4pp | 68.1%-33.8pp |
| Annual return | 11.36% | 83.66%-72.3pp | 55.03%-43.7pp | 41.64%-30.3pp |
| Employer contribution / active EE | $320 | $824-61.1% | $1,523-79.0% | $2,551-87.4% |
| Participant deferral / active EE | $716 | $1,707-58.1% | $2,778-74.2% | $4,139-82.7% |
| Admin fee / account holder | $2,116 | $2,946-28.2% | $4,260-50.3% | $7,234-70.8% |