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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 | $60,771 | $76,551-20.6% | $123,894-50.9% | $62,881-3.4% |
| Participation rate | 64.4% | 73.0%-8.6pp | 81.4%-17.0pp | 69.3%-4.9pp |
| Annual return | 3.71% | 18.68%-15.0pp | 47.52%-43.8pp | 20.14%-16.4pp |
| Employer contribution / active EE | $7,389 | $2,882+156.3% | $4,617+60.0% | $2,281+223.9% |
| Participant deferral / active EE | $1,824 | $4,840-62.3% | $5,984-69.5% | $3,203-43.1% |
| Admin fee / account holder | $7,666 | $4,826+58.8% | $8,357-8.3% | $4,296+78.4% |