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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 | $43,884 | $117,829-62.8% | $102,423-57.2% | $145,877-69.9% |
| Participation rate | 33.3% | 78.6%-45.3pp | 76.5%-43.2pp | 80.3%-47.0pp |
| Annual return | 6.37% | 31.83%-25.5pp | 29.42%-23.1pp | 551.28%-544.9pp |
| Employer contribution / active EE | $1,502 | $3,615-58.5% | $3,023-50.3% | $4,663-67.8% |
| Participant deferral / active EE | $1,767 | $5,732-69.2% | $5,054-65.0% | $6,691-73.6% |
| Admin fee / account holder | $1,173 | $13,335-91.2% | $9,455-87.6% | $13,402-91.3% |