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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 | $98,736 | $78,670+25.5% | $109,173-9.6% | $85,847+15.0% |
| Participation rate | 26.9% | 68.3%-41.4pp | 75.9%-49.0pp | 69.3%-42.4pp |
| Annual return | 8.23% | 25.09%-16.9pp | 25.75%-17.5pp | 318.61%-310.4pp |
| Employer contribution / active EE | $867 | $2,734-68.3% | $3,723-76.7% | $2,565-66.2% |
| Participant deferral / active EE | $1,328 | $3,467-61.7% | $4,654-71.5% | $3,952-66.4% |
| Admin fee / account holder | $11,396 | $5,469+108.4% | $6,755+68.7% | $6,261+82.0% |