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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 | $66,255 | $86,288-23.2% | $111,306-40.5% | $85,851-22.8% |
| Participation rate | 55.3% | 73.3%-18.1pp | 77.3%-22.1pp | 69.3%-14.1pp |
| Annual return | 6.97% | 19.99%-13.0pp | 54.67%-47.7pp | 318.63%-311.7pp |
| Employer contribution / active EE | $524 | $2,044-74.3% | $2,732-80.8% | $2,565-79.6% |
| Participant deferral / active EE | $737 | $3,641-79.7% | $4,488-83.6% | $3,952-81.3% |
| Admin fee / account holder | $3,414 | $8,189-58.3% | $7,966-57.1% | $6,261-45.5% |