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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 | $98,370 | $89,367+10.1% | $141,191-30.3% | $72,975+34.8% |
| Participation rate | 42.0% | 75.1%-33.1pp | 82.5%-40.5pp | 69.5%-27.5pp |
| Annual return | 18.89% | 111.87%-93.0pp | 71.41%-52.5pp | 81.01%-62.1pp |
| Employer contribution / active EE | $711 | $3,115-77.2% | $4,736-85.0% | $2,440-70.9% |
| Participant deferral / active EE | $1,848 | $5,419-65.9% | $6,710-72.5% | $3,608-48.8% |
| Admin fee / account holder | $7,102 | $5,957+19.2% | $10,264-30.8% | $5,124+38.6% |