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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 | $51,631 | $89,259-42.2% | $107,187-51.8% | $82,637-37.5% |
| Participation rate | 47.5% | 67.9%-20.5pp | 75.0%-27.6pp | 68.1%-20.6pp |
| Annual return | 6.57% | 21.02%-14.5pp | 204.55%-198.0pp | 53.51%-46.9pp |
| Employer contribution / active EE | $1,126 | $3,080-63.4% | $3,782-70.2% | $2,552-55.9% |
| Participant deferral / active EE | $1,637 | $4,037-59.5% | $5,096-67.9% | $4,126-60.3% |
| Admin fee / account holder | $473 | $7,381-93.6% | $9,162-94.8% | $7,339-93.6% |