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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 | $179,479 | $77,472+131.7% | $100,392+78.8% | $80,935+121.8% |
| Participation rate | 54.5% | 76.9%-22.4pp | 81.5%-27.0pp | 67.7%-13.1pp |
| Annual return | 11.69% | 37.26%-25.6pp | 49.45%-37.8pp | 35.66%-24.0pp |
| Employer contribution / active EE | $529 | $2,800-81.1% | $3,941-86.6% | $2,757-80.8% |
| Participant deferral / active EE | $2,722 | $6,818-60.1% | $8,090-66.4% | $4,299-36.7% |
| Admin fee / account holder | $13,793 | $5,885+134.4% | $7,904+74.5% | $6,924+99.2% |