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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 | $58,917 | $88,672-33.6% | $105,223-44.0% | $82,448-28.5% |
| Participation rate | 63.5% | 67.9%-4.4pp | 75.0%-11.6pp | 68.1%-4.6pp |
| Annual return | 11.41% | 30.86%-19.4pp | 180.65%-169.2pp | 41.64%-30.2pp |
| Employer contribution / active EE | $6,718 | $3,048+120.4% | $3,689+82.1% | $2,551+163.4% |
| Participant deferral / active EE | $686 | $4,036-83.0% | $5,072-86.5% | $4,139-83.4% |
| Admin fee / account holder | $2,642 | $7,146-63.0% | $8,859-70.2% | $7,234-63.5% |