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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 | $23,167 | $68,852-66.4% | $120,524-80.8% | $80,925-71.4% |
| Participation rate | 26.6% | 61.6%-35.0pp | 71.9%-45.3pp | 67.7%-41.1pp |
| Annual return | 6.21% | 23.67%-17.5pp | 107.36%-101.2pp | 35.65%-29.4pp |
| Employer contribution / active EE | $620 | $2,063-70.0% | $3,469-82.1% | $2,756-77.5% |
| Participant deferral / active EE | $1,054 | $3,187-66.9% | $4,994-78.9% | $4,299-75.5% |
| Admin fee / account holder | $3,067 | $5,781-46.9% | $9,440-67.5% | $6,940-55.8% |