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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 | $160,285 | $95,404+68.0% | $113,397+41.3% | $82,637+94.0% |
| Participation rate | 34.6% | 72.8%-38.2pp | 76.5%-41.9pp | 68.1%-33.4pp |
| Annual return | 9.17% | 19.08%-9.9pp | 23.20%-14.0pp | 53.51%-44.3pp |
| Employer contribution / active EE | $855 | $2,307-62.9% | $2,977-71.3% | $2,552-66.5% |
| Participant deferral / active EE | $1,087 | $4,220-74.2% | $5,076-78.6% | $4,126-73.6% |
| Admin fee / account holder | $1,066 | $9,168-88.4% | $11,957-91.1% | $7,339-85.5% |