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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 | $31,537 | $81,358-61.2% | $155,556-79.7% | $80,959-61.0% |
| Participation rate | 48.9% | 66.3%-17.3pp | 78.2%-29.3pp | 67.7%-18.7pp |
| Annual return | 10.02% | 33.39%-23.4pp | 64.84%-54.8pp | 35.67%-25.7pp |
| Employer contribution / active EE | $744 | $3,106-76.1% | $4,675-84.1% | $2,757-73.0% |
| Participant deferral / active EE | $888 | $3,455-74.3% | $5,631-84.2% | $4,300-79.4% |
| Admin fee / account holder | $2,199 | $7,994-72.5% | $15,885-86.2% | $6,925-68.2% |