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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 | $70,361 | $102,422-31.3% | $147,117-52.2% | $80,959-13.1% |
| Participation rate | 42.9% | 75.9%-33.0pp | 82.2%-39.3pp | 67.7%-24.8pp |
| Annual return | 11.67% | 135.16%-123.5pp | 420.54%-408.9pp | 35.67%-24.0pp |
| Employer contribution / active EE | $891 | $3,717-76.0% | $4,932-81.9% | $2,757-67.7% |
| Participant deferral / active EE | $1,781 | $6,652-73.2% | $8,065-77.9% | $4,300-58.6% |
| Admin fee / account holder | $3,164 | $7,953-60.2% | $12,993-75.6% | $6,925-54.3% |