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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 | $101,776 | $65,041+56.5% | $90,965+11.9% | $79,858+27.4% |
| Participation rate | 35.6% | 61.6%-26.1pp | 69.0%-33.5pp | 69.6%-34.1pp |
| Annual return | 9.29% | 30.45%-21.2pp | 134.57%-125.3pp | 31.72%-22.4pp |
| Employer contribution / active EE | $811 | $1,247-35.0% | $2,122-61.8% | $2,471-67.2% |
| Participant deferral / active EE | $957 | $2,512-61.9% | $3,373-71.6% | $3,740-74.4% |
| Admin fee / account holder | $2,414 | $4,536-46.8% | $5,960-59.5% | $5,306-54.5% |