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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 | $90,989 | $93,589-2.8% | $135,942-33.1% | $75,181+21.0% |
| Participation rate | 60.0% | 75.2%-15.2pp | 81.9%-21.9pp | 67.2%-7.2pp |
| Annual return | 13.29% | 30.90%-17.6pp | 68.28%-55.0pp | 160.69%-147.4pp |
| Employer contribution / active EE | $2,103 | $3,537-40.5% | $4,858-56.7% | $2,671-21.2% |
| Participant deferral / active EE | $2,390 | $6,405-62.7% | $7,759-69.2% | $4,126-42.1% |
| Admin fee / account holder | $1,446 | $6,977-79.3% | $10,764-86.6% | $5,650-74.4% |