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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 | $40,251 | $78,707-48.9% | $117,861-65.8% | $70,126-42.6% |
| Participation rate | 26.9% | 73.2%-46.3pp | 79.7%-52.7pp | 69.5%-42.6pp |
| Annual return | 10.64% | 23.30%-12.7pp | 335.11%-324.5pp | 73.15%-62.5pp |
| Employer contribution / active EE | $554 | $2,223-75.1% | $3,786-85.4% | $2,343-76.3% |
| Participant deferral / active EE | $1,152 | $3,297-65.1% | $4,482-74.3% | $3,332-65.4% |
| Admin fee / account holder | $3,563 | $5,066-29.7% | $8,021-55.6% | $4,645-23.3% |