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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 | $119,962 | $109,620+9.4% | $148,496-19.2% | $94,015+27.6% |
| Participation rate | 33.3% | 71.3%-37.9pp | 76.0%-42.7pp | 70.8%-37.5pp |
| Annual return | 9.27% | 17.54%-8.3pp | 12.33%-3.1pp | 17.84%-8.6pp |
| Employer contribution / active EE | $1,163 | $2,618-55.6% | $3,497-66.7% | $2,790-58.3% |
| Participant deferral / active EE | $1,734 | $3,831-54.7% | $4,808-63.9% | $4,249-59.2% |
| Admin fee / account holder | $2,610 | $10,050-74.0% | $19,547-86.6% | $8,951-70.8% |