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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 | $35,747 | $102,422-65.1% | $147,117-75.7% | $80,959-55.8% |
| Participation rate | 60.2% | 75.9%-15.6pp | 82.2%-22.0pp | 67.7%-7.4pp |
| Annual return | 11.49% | 135.16%-123.7pp | 420.54%-409.0pp | 35.67%-24.2pp |
| Employer contribution / active EE | $1,308 | $3,717-64.8% | $4,932-73.5% | $2,757-52.6% |
| Participant deferral / active EE | $2,481 | $6,652-62.7% | $8,065-69.2% | $4,300-42.3% |
| Admin fee / account holder | $3,073 | $7,953-61.4% | $12,993-76.3% | $6,925-55.6% |