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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 | $77,556 | $93,589-17.1% | $135,942-42.9% | $75,181+3.2% |
| Participation rate | 68.0% | 75.2%-7.2pp | 81.9%-13.9pp | 67.2%+0.8pp |
| Annual return | 14.86% | 30.90%-16.0pp | 68.28%-53.4pp | 160.69%-145.8pp |
| Employer contribution / active EE | $2,689 | $3,537-24.0% | $4,858-44.6% | $2,671+0.7% |
| Participant deferral / active EE | $1,447 | $6,405-77.4% | $7,759-81.4% | $4,126-64.9% |
| Admin fee / account holder | $1,822 | $6,977-73.9% | $10,764-83.1% | $5,650-67.7% |