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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 | $51,999 | $75,058-30.7% | $152,301-65.9% | $64,340-19.2% |
| Participation rate | 19.9% | 60.9%-41.0pp | 82.4%-62.6pp | 55.2%-35.4pp |
| Annual return | 13.61% | 29.93%-16.3pp | 80.50%-66.9pp | 24.14%-10.5pp |
| Employer contribution / active EE | $550 | $2,605-78.9% | $4,624-88.1% | $1,862-70.4% |
| Participant deferral / active EE | $1,027 | $5,041-79.6% | $8,004-87.2% | $2,980-65.5% |
| Admin fee / account holder | $6,656 | $4,050+64.3% | $14,398-53.8% | $3,703+79.8% |