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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 | $33,232 | $78,707-57.8% | $117,861-71.8% | $70,126-52.6% |
| Participation rate | 59.3% | 73.2%-13.9pp | 79.7%-20.4pp | 69.5%-10.3pp |
| Annual return | 10.94% | 23.30%-12.4pp | 335.11%-324.2pp | 73.15%-62.2pp |
| Employer contribution / active EE | $1,005 | $2,223-54.8% | $3,786-73.5% | $2,343-57.1% |
| Participant deferral / active EE | $1,357 | $3,297-58.8% | $4,482-69.7% | $3,332-59.3% |
| Admin fee / account holder | $726 | $5,066-85.7% | $8,021-91.0% | $4,645-84.4% |