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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 | $35,364 | $85,766-58.8% | $136,298-74.1% | $70,126-49.6% |
| Participation rate | 62.1% | 74.2%-12.1pp | 81.9%-19.9pp | 69.5%-7.5pp |
| Annual return | 13.83% | 31.46%-17.6pp | 5156.27%-5142.4pp | 73.15%-59.3pp |
| Employer contribution / active EE | $652 | $2,966-78.0% | $4,696-86.1% | $2,343-72.2% |
| Participant deferral / active EE | $1,372 | $5,051-72.8% | $6,247-78.0% | $3,332-58.8% |
| Admin fee / account holder | $716 | $5,421-86.8% | $9,244-92.3% | $4,645-84.6% |