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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 | $64,597 | $141,001-54.2% | $112,228-42.4% | $139,487-53.7% |
| Participation rate | 54.5% | 79.2%-24.7pp | 72.4%-17.9pp | 80.3%-25.8pp |
| Annual return | 6.27% | 32.75%-26.5pp | 30.23%-24.0pp | 373.84%-367.6pp |
| Employer contribution / active EE | $1,010 | $4,285-76.4% | $3,432-70.6% | $4,755-78.8% |
| Participant deferral / active EE | $1,010 | $5,877-82.8% | $4,800-79.0% | $6,713-85.0% |
| Admin fee / account holder | $10,862 | $9,959+9.1% | $7,752+40.1% | $11,407-4.8% |