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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 | $80,189 | $75,541+6.2% | $152,093-47.3% | $82,637-3.0% |
| Participation rate | 9.6% | 66.5%-56.9pp | 77.8%-68.1pp | 68.1%-58.4pp |
| Annual return | 12.93% | 32.56%-19.6pp | 66.36%-53.4pp | 53.51%-40.6pp |
| Employer contribution / active EE | $337 | $2,622-87.1% | $4,175-91.9% | $2,552-86.8% |
| Participant deferral / active EE | $578 | $3,206-82.0% | $5,451-89.4% | $4,126-86.0% |
| Admin fee / account holder | $2,162 | $6,405-66.2% | $14,497-85.1% | $7,339-70.5% |