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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 | $106,423 | $98,766+7.8% | $149,730-28.9% | $79,852+33.3% |
| Participation rate | 61.1% | 75.8%-14.7pp | 82.5%-21.4pp | 69.6%-8.5pp |
| Annual return | 8.95% | 27.43%-18.5pp | 276.70%-267.7pp | 31.72%-22.8pp |
| Employer contribution / active EE | $861 | $3,217-73.2% | $4,645-81.5% | $2,471-65.2% |
| Participant deferral / active EE | $1,867 | $5,681-67.1% | $6,843-72.7% | $3,740-50.1% |
| Admin fee / account holder | $4,153 | $6,052-31.4% | $9,310-55.4% | $5,306-21.7% |