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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 | $26,350 | $64,324-59.0% | $118,946-77.8% | $79,852-67.0% |
| Participation rate | 35.1% | 64.9%-29.8pp | 75.4%-40.3pp | 69.6%-34.6pp |
| Annual return | 9.80% | 86.45%-76.7pp | 35.89%-26.1pp | 31.72%-21.9pp |
| Employer contribution / active EE | $530 | $1,836-71.2% | $3,263-83.8% | $2,471-78.6% |
| Participant deferral / active EE | $745 | $2,824-73.6% | $4,266-82.5% | $3,740-80.1% |
| Admin fee / account holder | $588 | $4,040-85.4% | $6,581-91.1% | $5,306-88.9% |