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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 | $51,252 | $64,359-20.4% | $90,161-43.2% | $70,126-26.9% |
| Participation rate | 58.5% | 70.4%-11.9pp | 76.9%-18.4pp | 69.5%-11.0pp |
| Annual return | 11.75% | 28.13%-16.4pp | 34.89%-23.1pp | 73.15%-61.4pp |
| Employer contribution / active EE | $2,008 | $2,046-1.8% | $3,318-39.5% | $2,343-14.3% |
| Participant deferral / active EE | $1,405 | $4,389-68.0% | $5,287-73.4% | $3,332-57.8% |
| Admin fee / account holder | $1,800 | $3,945-54.4% | $5,943-69.7% | $4,645-61.3% |