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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 | $102,429-31.3% | $147,096-52.2% | $80,925-13.1% |
| Participation rate | 42.9% | 75.9%-33.0pp | 82.2%-39.3pp | 67.7%-24.8pp |
| Annual return | 11.67% | 135.02%-123.3pp | 419.75%-408.1pp | 35.65%-24.0pp |
| Employer contribution / active EE | $891 | $3,716-76.0% | $4,936-82.0% | $2,756-67.7% |
| Participant deferral / active EE | $1,781 | $6,649-73.2% | $8,071-77.9% | $4,299-58.6% |
| Admin fee / account holder | $3,164 | $7,957-60.2% | $13,005-75.7% | $6,940-54.4% |