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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 | $38,265 | $95,415-59.9% | $185,851-79.4% | $85,851-55.4% |
| Participation rate | 69.2% | 68.8%+0.5pp | 81.7%-12.5pp | 69.3%-0.1pp |
| Annual return | 7.33% | 23.59%-16.3pp | 122.11%-114.8pp | 318.63%-311.3pp |
| Employer contribution / active EE | $1,319 | $3,314-60.2% | $5,168-74.5% | $2,565-48.6% |
| Participant deferral / active EE | $576 | $3,424-83.2% | $5,569-89.7% | $3,952-85.4% |
| Admin fee / account holder | $346 | $7,215-95.2% | $16,245-97.9% | $6,261-94.5% |