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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 | $50,151 | $78,707-36.3% | $117,861-57.4% | $70,126-28.5% |
| Participation rate | 59.5% | 73.2%-13.7pp | 79.7%-20.2pp | 69.5%-10.1pp |
| Annual return | 10.95% | 23.30%-12.4pp | 335.11%-324.2pp | 73.15%-62.2pp |
| Employer contribution / active EE | $600 | $2,223-73.0% | $3,786-84.2% | $2,343-74.4% |
| Participant deferral / active EE | $1,027 | $3,297-68.8% | $4,482-77.1% | $3,332-69.2% |
| Admin fee / account holder | $1,356 | $5,066-73.2% | $8,021-83.1% | $4,645-70.8% |