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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 | $37,050 | $73,532-49.6% | $178,540-79.2% | $74,459-50.2% |
| Participation rate | 32.6% | 66.6%-34.0pp | 77.1%-44.5pp | 67.2%-34.6pp |
| Annual return | 11.12% | 17.51%-6.4pp | 27.15%-16.0pp | 1369.70%-1358.6pp |
| Employer contribution / active EE | $790 | $2,221-64.4% | $3,953-80.0% | $2,626-69.9% |
| Participant deferral / active EE | $1,339 | $4,519-70.4% | $6,281-78.7% | $4,350-69.2% |
| Admin fee / account holder | $1,831 | $1,813+1.0% | $10,424-82.4% | $1,945-5.9% |