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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 | $54,187 | $76,551-29.2% | $123,894-56.3% | $62,881-13.8% |
| Participation rate | 38.7% | 73.0%-34.3pp | 81.4%-42.7pp | 69.3%-30.6pp |
| Annual return | 5.05% | 18.68%-13.6pp | 47.52%-42.5pp | 20.14%-15.1pp |
| Employer contribution / active EE | $621 | $2,882-78.5% | $4,617-86.5% | $2,281-72.8% |
| Participant deferral / active EE | $1,495 | $4,840-69.1% | $5,984-75.0% | $3,203-53.3% |
| Admin fee / account holder | $1,121 | $4,826-76.8% | $8,357-86.6% | $4,296-73.9% |