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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 | $39,875 | $65,704-39.3% | $94,229-57.7% | $59,633-33.1% |
| Participation rate | 39.8% | 72.1%-32.4pp | 78.8%-39.0pp | 68.7%-28.9pp |
| Annual return | -3.22% | 5.22%-8.4pp | 10.68%-13.9pp | 2041.45%-2044.7pp |
| Employer contribution / active EE | $393 | $2,021-80.6% | $3,587-89.0% | $2,203-82.2% |
| Participant deferral / active EE | $905 | $3,143-71.2% | $4,320-79.1% | $3,192-71.7% |
| Admin fee / account holder | $1,317 | $4,265-69.1% | $6,269-79.0% | $4,297-69.4% |