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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 | $25,553 | $89,367-71.4% | $141,191-81.9% | $72,975-65.0% |
| Participation rate | 33.3% | 75.1%-41.8pp | 82.5%-49.1pp | 69.5%-36.2pp |
| Annual return | 13.88% | 111.87%-98.0pp | 71.41%-57.5pp | 81.01%-67.1pp |
| Employer contribution / active EE | $770 | $3,115-75.3% | $4,736-83.7% | $2,440-68.4% |
| Participant deferral / active EE | $1,393 | $5,419-74.3% | $6,710-79.2% | $3,608-61.4% |
| Admin fee / account holder | $1,128 | $5,957-81.1% | $10,264-89.0% | $5,124-78.0% |