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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 | $81,262-61.2% | $155,602-79.7% | $80,911-61.0% |
| Participation rate | 48.9% | 66.2%-17.3pp | 78.2%-29.3pp | 67.6%-18.7pp |
| Annual return | 10.02% | 33.34%-23.3pp | 64.81%-54.8pp | 35.63%-25.6pp |
| Employer contribution / active EE | $744 | $3,102-76.0% | $4,675-84.1% | $2,756-73.0% |
| Participant deferral / active EE | $888 | $3,451-74.3% | $5,629-84.2% | $4,297-79.3% |
| Admin fee / account holder | $2,199 | $7,992-72.5% | $15,923-86.2% | $6,935-68.3% |