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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 | $42,856 | $135,956-68.5% | $123,894-65.4% | $273,972-84.4% |
| Participation rate | 28.6% | 84.1%-55.5pp | 81.4%-52.8pp | 83.0%-54.4pp |
| Annual return | 2.16% | 56.63%-54.5pp | 47.52%-45.4pp | 41.46%-39.3pp |
| Employer contribution / active EE | $3,841 | $5,170-25.7% | $4,617-16.8% | $4,869-21.1% |
| Participant deferral / active EE | $1,553 | $6,343-75.5% | $5,984-74.0% | $5,287-70.6% |
| Admin fee / account holder | $1,740 | $9,817-82.3% | $8,357-79.2% | $10,133-82.8% |