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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 | $112,456 | $116,203-3.2% | $93,621+20.1% | $152,909-26.5% |
| Participation rate | 50.0% | 78.1%-28.1pp | 75.8%-25.8pp | 82.5%-32.5pp |
| Annual return | 0.54% | 35.96%-35.4pp | 32.76%-32.2pp | 345.46%-344.9pp |
| Employer contribution / active EE | $787 | $3,219-75.6% | $2,719-71.1% | $4,764-83.5% |
| Participant deferral / active EE | $1,050 | $4,605-77.2% | $4,070-74.2% | $5,851-82.1% |
| Admin fee / account holder | $893 | $10,751-91.7% | $7,890-88.7% | $11,601-92.3% |