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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 | $117,895-62.8% | $102,460-57.2% | $145,897-69.9% |
| Participation rate | 33.3% | 78.6%-45.3pp | 76.5%-43.2pp | 80.3%-47.0pp |
| Annual return | 6.37% | 31.92%-25.6pp | 29.47%-23.1pp | 552.29%-545.9pp |
| Employer contribution / active EE | $1,502 | $3,619-58.5% | $3,025-50.4% | $4,663-67.8% |
| Participant deferral / active EE | $1,767 | $5,736-69.2% | $5,056-65.1% | $6,689-73.6% |
| Admin fee / account holder | $1,173 | $13,353-91.2% | $9,460-87.6% | $13,390-91.2% |