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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 | $72,628 | $80,748-10.1% | $102,383-29.1% | $74,429-2.4% |
| Participation rate | 25.4% | 65.7%-40.3pp | 74.5%-49.1pp | 67.2%-41.8pp |
| Annual return | 11.01% | 27.57%-16.6pp | 24.94%-13.9pp | 1368.38%-1357.4pp |
| Employer contribution / active EE | $1,665 | $3,159-47.3% | $3,870-57.0% | $2,625-36.6% |
| Participant deferral / active EE | $1,579 | $3,861-59.1% | $5,060-68.8% | $4,348-63.7% |
| Admin fee / account holder | $1,997 | $2,371-15.7% | $8,391-76.2% | $1,944+2.7% |