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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 | $102,733 | $117,895-12.9% | $102,460+0.3% | $145,897-29.6% |
| Participation rate | 26.7% | 78.6%-52.0pp | 76.5%-49.8pp | 80.3%-53.6pp |
| Annual return | 8.18% | 31.92%-23.7pp | 29.47%-21.3pp | 552.29%-544.1pp |
| Employer contribution / active EE | $1,384 | $3,619-61.8% | $3,025-54.3% | $4,663-70.3% |
| Participant deferral / active EE | $1,528 | $5,736-73.4% | $5,056-69.8% | $6,689-77.2% |
| Admin fee / account holder | $2,410 | $13,353-82.0% | $9,460-74.5% | $13,390-82.0% |