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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 | $72,576 | $93,345-22.2% | $119,126-39.1% | $87,485-17.0% |
| Participation rate | 45.2% | 68.7%-23.5pp | 75.8%-30.6pp | 68.9%-23.7pp |
| Annual return | 10.42% | 19.08%-8.7pp | 282.11%-271.7pp | 26.06%-15.6pp |
| Employer contribution / active EE | $1,012 | $3,172-68.1% | $4,034-74.9% | $2,596-61.0% |
| Participant deferral / active EE | $1,390 | $4,099-66.1% | $5,318-73.9% | $4,274-67.5% |
| Admin fee / account holder | $2,390 | $8,039-70.3% | $10,693-77.6% | $7,775-69.3% |