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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 | $51,281 | $106,864-52.0% | $147,318-65.2% | $82,637-37.9% |
| Participation rate | 15.6% | 75.5%-59.9pp | 82.1%-66.5pp | 68.1%-52.5pp |
| Annual return | 9.77% | 27.49%-17.7pp | 70.43%-60.7pp | 53.51%-43.7pp |
| Employer contribution / active EE | $748 | $3,417-78.1% | $4,593-83.7% | $2,552-70.7% |
| Participant deferral / active EE | $1,453 | $6,496-77.6% | $7,906-81.6% | $4,126-64.8% |
| Admin fee / account holder | $14,130 | $8,415+67.9% | $13,708+3.1% | $7,339+92.5% |