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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 | $56,796 | $78,705-27.8% | $117,860-51.8% | $70,124-19.0% |
| Participation rate | 26.9% | 73.2%-46.3pp | 79.7%-52.7pp | 69.5%-42.6pp |
| Annual return | 11.38% | 23.30%-11.9pp | 335.10%-323.7pp | 73.14%-61.8pp |
| Employer contribution / active EE | $503 | $2,223-77.4% | $3,786-86.7% | $2,342-78.5% |
| Participant deferral / active EE | $879 | $3,297-73.3% | $4,482-80.4% | $3,332-73.6% |
| Admin fee / account holder | $368 | $5,065-92.7% | $8,021-95.4% | $4,645-92.1% |