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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 | $106,143 | $89,370+18.8% | $141,197-24.8% | $72,976+45.4% |
| Participation rate | 26.0% | 75.1%-49.1pp | 82.5%-56.5pp | 69.5%-43.5pp |
| Annual return | 17.77% | 111.88%-94.1pp | 71.41%-53.6pp | 81.02%-63.2pp |
| Employer contribution / active EE | $988 | $3,115-68.3% | $4,736-79.1% | $2,440-59.5% |
| Participant deferral / active EE | $2,137 | $5,419-60.6% | $6,710-68.1% | $3,608-40.8% |
| Admin fee / account holder | $1,003 | $5,957-83.2% | $10,265-90.2% | $5,124-80.4% |