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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 | $52,913 | $117,846-55.1% | $102,434-48.3% | $145,884-63.7% |
| Participation rate | 56.5% | 78.6%-22.1pp | 76.5%-20.0pp | 80.3%-23.8pp |
| Annual return | 8.19% | 31.90%-23.7pp | 29.46%-21.3pp | 551.85%-543.7pp |
| Employer contribution / active EE | $1,212 | $3,615-66.5% | $3,023-59.9% | $4,662-74.0% |
| Participant deferral / active EE | $1,604 | $5,733-72.0% | $5,055-68.3% | $6,690-76.0% |
| Admin fee / account holder | $8,608 | $13,356-35.6% | $9,462-9.0% | $13,392-35.7% |