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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 | $50,010 | $58,099-13.9% | $76,872-34.9% | $75,173-33.5% |
| Participation rate | 60.0% | 63.9%-3.9pp | 69.6%-9.6pp | 67.2%-7.2pp |
| Annual return | 9.88% | 26.71%-16.8pp | 37.90%-28.0pp | 160.72%-150.8pp |
| Employer contribution / active EE | $579 | $1,996-71.0% | $2,533-77.1% | $2,671-78.3% |
| Participant deferral / active EE | $962 | $2,999-67.9% | $3,832-74.9% | $4,126-76.7% |
| Admin fee / account holder | $567 | $4,778-88.1% | $5,476-89.7% | $5,651-90.0% |