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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 | $26,935 | $106,749-74.8% | $145,433-81.5% | $82,448-67.3% |
| Participation rate | 50.7% | 75.6%-25.0pp | 82.1%-31.5pp | 68.1%-17.4pp |
| Annual return | 14.12% | 27.59%-13.5pp | 66.58%-52.5pp | 41.64%-27.5pp |
| Employer contribution / active EE | $1,057 | $3,444-69.3% | $4,554-76.8% | $2,551-58.6% |
| Participant deferral / active EE | $1,884 | $6,519-71.1% | $7,897-76.1% | $4,139-54.5% |
| Admin fee / account holder | $1,783 | $8,390-78.8% | $13,129-86.4% | $7,234-75.4% |