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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 | $55,029 | $184,014-70.1% | $161,149-65.9% | $138,895-60.4% |
| Participation rate | 37.5% | 82.1%-44.6pp | 78.8%-41.3pp | 79.9%-42.4pp |
| Annual return | 9.47% | 21.52%-12.1pp | 21.16%-11.7pp | 145.39%-135.9pp |
| Employer contribution / active EE | $1,236 | $5,055-75.5% | $4,360-71.6% | $4,194-70.5% |
| Participant deferral / active EE | $1,694 | $6,909-75.5% | $6,153-72.5% | $6,396-73.5% |
| Admin fee / account holder | $721 | $18,027-96.0% | $15,194-95.3% | $12,562-94.3% |