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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 | $23,987 | $135,956-82.4% | $123,894-80.6% | $273,972-91.2% |
| Participation rate | 61.5% | 84.1%-22.5pp | 81.4%-19.9pp | 83.0%-21.5pp |
| Annual return | 3.22% | 56.63%-53.4pp | 47.52%-44.3pp | 41.46%-38.2pp |
| Employer contribution / active EE | $1,240 | $5,170-76.0% | $4,617-73.1% | $4,869-74.5% |
| Participant deferral / active EE | $1,811 | $6,343-71.4% | $5,984-69.7% | $5,287-65.7% |
| Admin fee / account holder | $1,929 | $9,817-80.3% | $8,357-76.9% | $10,133-81.0% |