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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 | $84,458+26.4% | $102,184+4.5% | $64,340+65.9% |
| Participation rate | 20.1% | 74.2%-54.0pp | 82.6%-62.4pp | 55.2%-35.1pp |
| Annual return | 8.86% | 45.73%-36.9pp | 31.58%-22.7pp | 24.14%-15.3pp |
| Employer contribution / active EE | $767 | $2,412-68.2% | $3,594-78.7% | $1,862-58.8% |
| Participant deferral / active EE | $1,240 | $6,208-80.0% | $8,309-85.1% | $2,980-58.4% |
| Admin fee / account holder | $763 | $2,926-73.9% | $11,609-93.4% | $3,703-79.4% |