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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 | $49,737 | $77,472-35.8% | $100,392-50.5% | $80,935-38.5% |
| Participation rate | 36.7% | 76.9%-40.2pp | 81.5%-44.8pp | 67.7%-30.9pp |
| Annual return | 11.63% | 37.26%-25.6pp | 49.45%-37.8pp | 35.66%-24.0pp |
| Employer contribution / active EE | $920 | $2,800-67.1% | $3,941-76.6% | $2,757-66.6% |
| Participant deferral / active EE | $1,588 | $6,818-76.7% | $8,090-80.4% | $4,299-63.1% |
| Admin fee / account holder | $3,276 | $5,885-44.3% | $7,904-58.6% | $6,924-52.7% |