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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 | $85,645 | $69,477+23.3% | $94,679-9.5% | $71,495+19.8% |
| Participation rate | 22.1% | 78.4%-56.3pp | 80.8%-58.7pp | 67.9%-45.8pp |
| Annual return | 10.46% | 29.66%-19.2pp | 156.75%-146.3pp | 28.85%-18.4pp |
| Employer contribution / active EE | $760 | $2,853-73.4% | $3,673-79.3% | $2,589-70.6% |
| Participant deferral / active EE | $1,272 | $7,345-82.7% | $7,417-82.9% | $4,291-70.4% |
| Admin fee / account holder | $846 | $1,210-30.1% | $7,233-88.3% | $1,588-46.7% |