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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 | $38,477 | $81,487-52.8% | $102,412-62.4% | $80,935-52.5% |
| Participation rate | 33.3% | 66.8%-33.5pp | 74.5%-41.2pp | 67.7%-34.3pp |
| Annual return | 9.11% | 25.60%-16.5pp | 24.94%-15.8pp | 35.66%-26.6pp |
| Employer contribution / active EE | $882 | $3,103-71.6% | $3,870-77.2% | $2,757-68.0% |
| Participant deferral / active EE | $1,555 | $3,871-59.8% | $5,060-69.3% | $4,299-63.8% |
| Admin fee / account holder | $685 | $6,717-89.8% | $8,388-91.8% | $6,924-90.1% |