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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 | $37,079 | $93,598-60.4% | $135,974-72.7% | $75,173-50.7% |
| Participation rate | 32.0% | 75.2%-43.2pp | 81.9%-49.9pp | 67.2%-35.2pp |
| Annual return | 15.05% | 30.89%-15.8pp | 68.30%-53.3pp | 160.72%-145.7pp |
| Employer contribution / active EE | $1,019 | $3,538-71.2% | $4,859-79.0% | $2,671-61.9% |
| Participant deferral / active EE | $1,458 | $6,405-77.2% | $7,760-81.2% | $4,126-64.7% |
| Admin fee / account holder | $2,239 | $6,978-67.9% | $10,767-79.2% | $5,651-60.4% |