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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 | $27,510 | $95,383-71.2% | $185,837-85.2% | $85,856-68.0% |
| Participation rate | 66.7% | 68.8%-2.1pp | 81.7%-15.0pp | 69.3%-2.7pp |
| Annual return | 11.51% | 23.59%-12.1pp | 122.08%-110.6pp | 318.58%-307.1pp |
| Employer contribution / active EE | $2,393 | $3,313-27.8% | $5,168-53.7% | $2,565-6.7% |
| Participant deferral / active EE | $541 | $3,423-84.2% | $5,568-90.3% | $3,952-86.3% |
| Admin fee / account holder | $2,042 | $7,213-71.7% | $16,241-87.4% | $6,261-67.4% |