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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 | $144,174 | $64,359+124.0% | $90,161+59.9% | $70,126+105.6% |
| Participation rate | 17.0% | 70.4%-53.4pp | 76.9%-59.9pp | 69.5%-52.5pp |
| Annual return | 8.46% | 28.13%-19.7pp | 34.89%-26.4pp | 73.15%-64.7pp |
| Employer contribution / active EE | $867 | $2,046-57.6% | $3,318-73.9% | $2,343-63.0% |
| Participant deferral / active EE | $1,537 | $4,389-65.0% | $5,287-70.9% | $3,332-53.9% |
| Admin fee / account holder | $8,882 | $3,945+125.2% | $5,943+49.5% | $4,645+91.2% |