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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 | $84,131 | $51,604+63.0% | $129,295-34.9% | $80,874+4.0% |
| Participation rate | 25.6% | 57.0%-31.4pp | 69.6%-44.1pp | 67.6%-42.1pp |
| Annual return | 8.46% | 20.76%-12.3pp | 9429.28%-9420.8pp | 35.62%-27.2pp |
| Employer contribution / active EE | $423 | $1,585-73.3% | $4,157-89.8% | $2,756-84.6% |
| Participant deferral / active EE | $637 | $2,670-76.2% | $4,169-84.7% | $4,297-85.2% |
| Admin fee / account holder | $1,030 | $4,310-76.1% | $7,665-86.6% | $6,935-85.1% |