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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 | $113,764 | $91,559+24.3% | $133,978-15.1% | $79,856+42.5% |
| Participation rate | 36.4% | 73.3%-37.0pp | 79.8%-43.5pp | 69.6%-33.3pp |
| Annual return | 7.11% | 61.85%-54.7pp | 45.10%-38.0pp | 31.71%-24.6pp |
| Employer contribution / active EE | $1,212 | $2,384-49.2% | $3,919-69.1% | $2,471-51.0% |
| Participant deferral / active EE | $1,642 | $3,734-56.0% | $5,047-67.5% | $3,741-56.1% |
| Admin fee / account holder | $3,221 | $6,321-49.1% | $8,930-63.9% | $5,306-39.3% |