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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 | $60,759 | $84,236-27.9% | $170,435-64.4% | $70,126-13.4% |
| Participation rate | 27.1% | 70.8%-43.7pp | 83.6%-56.5pp | 69.5%-42.5pp |
| Annual return | 9.59% | 23.06%-13.5pp | 205.94%-196.3pp | 73.15%-63.6pp |
| Employer contribution / active EE | $429 | $3,387-87.3% | $5,432-92.1% | $2,343-81.7% |
| Participant deferral / active EE | $665 | $3,086-78.4% | $4,939-86.5% | $3,332-80.0% |
| Admin fee / account holder | $1,301 | $5,698-77.2% | $13,881-90.6% | $4,645-72.0% |