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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 | $34,932 | $98,463-64.5% | $119,237-70.7% | $85,851-59.3% |
| Participation rate | 46.5% | 77.6%-31.1pp | 82.7%-36.2pp | 69.3%-22.8pp |
| Annual return | 8.53% | 38.53%-30.0pp | 30.70%-22.2pp | 318.63%-310.1pp |
| Employer contribution / active EE | $1,249 | $3,698-66.2% | $4,383-71.5% | $2,565-51.3% |
| Participant deferral / active EE | $1,799 | $4,942-63.6% | $6,112-70.6% | $3,952-54.5% |
| Admin fee / account holder | $1,773 | $7,493-76.3% | $7,229-75.5% | $6,261-71.7% |