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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 | $69,722 | $116,462-40.1% | $300,297-76.8% | $116,462-40.1% |
| Participation rate | 51.4% | 74.7%-23.3pp | 83.3%-31.9pp | 74.7%-23.3pp |
| Annual return | 10.52% | 15.65%-5.1pp | 6.06%+4.5pp | 15.65%-5.1pp |
| Employer contribution / active EE | $1,236 | $3,231-61.7% | $4,605-73.2% | $3,231-61.7% |
| Participant deferral / active EE | $1,611 | $3,836-58.0% | $4,511-64.3% | $3,836-58.0% |
| Admin fee / account holder | $796 | $12,754-93.8% | $16,510-95.2% | $12,754-93.8% |