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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 | $69,556 | $90,538-23.2% | $88,457-21.4% | $154,746-55.1% |
| Participation rate | 41.7% | 80.9%-39.2pp | 78.6%-37.0pp | 80.7%-39.0pp |
| Annual return | 11.92% | 37.97%-26.0pp | 32.69%-20.8pp | 172.34%-160.4pp |
| Employer contribution / active EE | $982 | $4,914-80.0% | $4,681-79.0% | $4,379-77.6% |
| Participant deferral / active EE | $1,289 | $6,073-78.8% | $5,667-77.3% | $6,730-80.8% |
| Admin fee / account holder | $3,607 | $10,337-65.1% | $9,606-62.4% | $14,365-74.9% |