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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 | $56,004 | $58,828-4.8% | $78,002-28.2% | $62,881-10.9% |
| Participation rate | 65.4% | 71.1%-5.7pp | 75.5%-10.1pp | 69.3%-3.9pp |
| Annual return | 2.74% | 17.16%-14.4pp | 425.99%-423.2pp | 20.14%-17.4pp |
| Employer contribution / active EE | $567 | $1,672-66.1% | $2,470-77.0% | $2,281-75.1% |
| Participant deferral / active EE | $1,134 | $2,686-57.8% | $3,497-67.6% | $3,203-64.6% |
| Admin fee / account holder | $1,134 | $4,393-74.2% | $5,481-79.3% | $4,296-73.6% |