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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 | $71,417 | $80,763-11.6% | $102,412-30.3% | $74,459-4.1% |
| Participation rate | 21.9% | 65.7%-43.7pp | 74.5%-52.6pp | 67.2%-45.3pp |
| Annual return | 11.19% | 27.57%-16.4pp | 24.94%-13.8pp | 1369.70%-1358.5pp |
| Employer contribution / active EE | $904 | $3,160-71.4% | $3,870-76.6% | $2,626-65.6% |
| Participant deferral / active EE | $1,639 | $3,862-57.6% | $5,060-67.6% | $4,350-62.3% |
| Admin fee / account holder | $3,353 | $2,371+41.4% | $8,388-60.0% | $1,945+72.4% |