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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 | $36,713 | $69,590-47.2% | $136,867-73.2% | $94,015-60.9% |
| Participation rate | 38.0% | 66.3%-28.3pp | 74.5%-36.5pp | 70.8%-32.8pp |
| Annual return | 9.86% | 19.62%-9.8pp | 42.97%-33.1pp | 17.84%-8.0pp |
| Employer contribution / active EE | $887 | $2,396-63.0% | $3,547-75.0% | $2,790-68.2% |
| Participant deferral / active EE | $575 | $3,437-83.3% | $4,924-88.3% | $4,249-86.5% |
| Admin fee / account holder | $313 | $8,912-96.5% | $10,340-97.0% | $8,951-96.5% |