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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 | $21,784 | $77,638-71.9% | $156,551-86.1% | $62,881-65.4% |
| Participation rate | 57.4% | 71.2%-13.8pp | 84.0%-26.6pp | 69.3%-11.9pp |
| Annual return | 0.65% | 50.33%-49.7pp | 32.23%-31.6pp | 20.14%-19.5pp |
| Employer contribution / active EE | $1,411 | $3,444-59.0% | $5,501-74.4% | $2,281-38.1% |
| Participant deferral / active EE | $479 | $3,046-84.3% | $4,871-90.2% | $3,203-85.1% |
| Admin fee / account holder | $528 | $5,561-90.5% | $13,028-95.9% | $4,296-87.7% |