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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 | $110,650 | $78,705+40.6% | $117,857-6.1% | $70,131+57.8% |
| Participation rate | 39.5% | 73.2%-33.7pp | 79.7%-40.2pp | 69.5%-30.0pp |
| Annual return | 11.21% | 23.30%-12.1pp | 335.09%-323.9pp | 73.14%-61.9pp |
| Employer contribution / active EE | $575 | $2,223-74.1% | $3,786-84.8% | $2,342-75.4% |
| Participant deferral / active EE | $1,463 | $3,297-55.6% | $4,482-67.4% | $3,332-56.1% |
| Admin fee / account holder | $4,019 | $5,065-20.7% | $8,020-49.9% | $4,645-13.5% |