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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 | $39,546 | $91,559-56.8% | $133,971-70.5% | $79,852-50.5% |
| Participation rate | 65.6% | 73.3%-7.7pp | 79.8%-14.2pp | 69.6%-4.0pp |
| Annual return | 9.12% | 61.85%-52.7pp | 45.09%-36.0pp | 31.72%-22.6pp |
| Employer contribution / active EE | $1,016 | $2,384-57.4% | $3,919-74.1% | $2,471-58.9% |
| Participant deferral / active EE | $1,334 | $3,734-64.3% | $5,047-73.6% | $3,740-64.3% |
| Admin fee / account holder | $608 | $6,321-90.4% | $8,929-93.2% | $5,306-88.5% |