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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 | $34,507 | $62,166-44.5% | $81,353-57.6% | $74,459-53.7% |
| Participation rate | 21.9% | 64.1%-42.2pp | 69.5%-47.6pp | 67.2%-45.3pp |
| Annual return | 11.03% | 16.50%-5.5pp | 24.82%-13.8pp | 1369.70%-1358.7pp |
| Employer contribution / active EE | $717 | $1,881-61.9% | $2,464-70.9% | $2,626-72.7% |
| Participant deferral / active EE | $1,045 | $3,223-67.6% | $3,885-73.1% | $4,350-76.0% |
| Admin fee / account holder | $1,872 | $1,925-2.7% | $5,766-67.5% | $1,945-3.8% |