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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 | $106,769 | $82,879+28.8% | $96,576+10.6% | $67,986+57.0% |
| Participation rate | 20.1% | 75.2%-55.0pp | 81.4%-61.3pp | 57.2%-37.1pp |
| Annual return | 8.86% | 36.90%-28.0pp | 38.47%-29.6pp | 31.67%-22.8pp |
| Employer contribution / active EE | $767 | $2,727-71.9% | $3,553-78.4% | $2,019-62.0% |
| Participant deferral / active EE | $1,240 | $6,976-82.2% | $7,956-84.4% | $3,358-63.1% |
| Admin fee / account holder | $763 | $2,783-72.6% | $11,381-93.3% | $3,203-76.2% |