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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 | $43,115 | $110,337-60.9% | $102,383-57.9% | $145,877-70.4% |
| Participation rate | 66.7% | 77.9%-11.3pp | 74.5%-7.8pp | 80.3%-13.6pp |
| Annual return | 8.51% | 24.83%-16.3pp | 24.94%-16.4pp | 551.28%-542.8pp |
| Employer contribution / active EE | $1,046 | $4,216-75.2% | $3,870-73.0% | $4,663-77.6% |
| Participant deferral / active EE | $1,311 | $5,621-76.7% | $5,060-74.1% | $6,691-80.4% |
| Admin fee / account holder | $3,020 | $9,750-69.0% | $8,391-64.0% | $13,402-77.5% |