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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 | $75,596 | $58,512+29.2% | $84,020-10.0% | $72,983+3.6% |
| Participation rate | 18.3% | 61.2%-42.9pp | 69.0%-50.7pp | 69.5%-51.2pp |
| Annual return | 10.42% | 28.93%-18.5pp | 71.31%-60.9pp | 81.01%-70.6pp |
| Employer contribution / active EE | $247 | $1,163-78.8% | $1,984-87.6% | $2,440-89.9% |
| Participant deferral / active EE | $433 | $2,394-81.9% | $3,239-86.6% | $3,608-88.0% |
| Admin fee / account holder | $1,344 | $4,569-70.6% | $6,101-78.0% | $5,124-73.8% |