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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 | $22,025 | $47,848-54.0% | $81,473-73.0% | $70,126-68.6% |
| Participation rate | 66.7% | 58.3%+8.4pp | 68.0%-1.3pp | 69.5%-2.9pp |
| Annual return | 7.46% | 27.25%-19.8pp | 38.78%-31.3pp | 73.15%-65.7pp |
| Employer contribution / active EE | $6,981 | $1,527+357.1% | $2,568+171.9% | $2,343+198.0% |
| Participant deferral / active EE | $263 | $2,453-89.3% | $3,537-92.6% | $3,332-92.1% |
| Admin fee / account holder | $4,793 | $3,145+52.4% | $4,561+5.1% | $4,645+3.2% |