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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 | $53,486 | $93,589-42.8% | $135,942-60.7% | $75,181-28.9% |
| Participation rate | 62.9% | 75.2%-12.3pp | 81.9%-19.1pp | 67.2%-4.3pp |
| Annual return | 13.84% | 30.90%-17.1pp | 68.28%-54.4pp | 160.69%-146.8pp |
| Employer contribution / active EE | $1,071 | $3,537-69.7% | $4,858-78.0% | $2,671-59.9% |
| Participant deferral / active EE | $2,321 | $6,405-63.8% | $7,759-70.1% | $4,126-43.8% |
| Admin fee / account holder | $1,947 | $6,977-72.1% | $10,764-81.9% | $5,650-65.5% |