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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 | $55,418 | $74,538-25.7% | $92,805-40.3% | $65,306-15.1% |
| Participation rate | 43.0% | 76.3%-33.3pp | 83.5%-40.5pp | 57.7%-14.7pp |
| Annual return | 12.47% | 49.12%-36.6pp | 31.59%-19.1pp | 21.94%-9.5pp |
| Employer contribution / active EE | $1,393 | $2,362-41.0% | $3,424-59.3% | $1,967-29.2% |
| Participant deferral / active EE | $1,793 | $5,971-70.0% | $8,448-78.8% | $2,959-39.4% |
| Admin fee / account holder | $1,806 | $2,966-39.1% | $10,911-83.4% | $3,480-48.1% |