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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 | $37,903 | $94,031-59.7% | $115,768-67.3% | $82,448-54.0% |
| Participation rate | 63.0% | 70.4%-7.5pp | 74.4%-11.4pp | 68.1%-5.1pp |
| Annual return | 9.10% | 20.61%-11.5pp | 100.46%-91.4pp | 41.64%-32.5pp |
| Employer contribution / active EE | $1,046 | $2,323-55.0% | $2,940-64.4% | $2,551-59.0% |
| Participant deferral / active EE | $1,467 | $3,972-63.1% | $4,917-70.2% | $4,139-64.6% |
| Admin fee / account holder | $5,757 | $10,249-43.8% | $12,439-53.7% | $7,234-20.4% |