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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 | $24,500 | $78,670-68.9% | $109,173-77.6% | $85,847-71.5% |
| Participation rate | 29.2% | 68.3%-39.0pp | 75.9%-46.6pp | 69.3%-40.1pp |
| Annual return | 8.11% | 25.09%-17.0pp | 25.75%-17.6pp | 318.61%-310.5pp |
| Employer contribution / active EE | $735 | $2,734-73.1% | $3,723-80.3% | $2,565-71.4% |
| Participant deferral / active EE | $1,209 | $3,467-65.1% | $4,654-74.0% | $3,952-69.4% |
| Admin fee / account holder | $2,528 | $5,469-53.8% | $6,755-62.6% | $6,261-59.6% |