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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 | $36,951 | $72,269-48.9% | $101,271-63.5% | $79,852-53.7% |
| Participation rate | 41.4% | 68.5%-27.1pp | 75.8%-34.4pp | 69.6%-28.3pp |
| Annual return | 9.65% | 22.29%-12.6pp | 46.48%-36.8pp | 31.72%-22.1pp |
| Employer contribution / active EE | $898 | $2,692-66.6% | $3,660-75.5% | $2,471-63.6% |
| Participant deferral / active EE | $1,086 | $3,282-66.9% | $4,371-75.2% | $3,740-71.0% |
| Admin fee / account holder | $12,727 | $4,401+189.2% | $5,948+114.0% | $5,306+139.8% |