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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 | $55,961 | $65,034-14.0% | $90,970-38.5% | $79,856-29.9% |
| Participation rate | 39.5% | 61.6%-22.1pp | 69.0%-29.5pp | 69.6%-30.2pp |
| Annual return | 9.52% | 30.45%-20.9pp | 134.60%-125.1pp | 31.71%-22.2pp |
| Employer contribution / active EE | $316 | $1,247-74.7% | $2,122-85.1% | $2,471-87.2% |
| Participant deferral / active EE | $1,069 | $2,512-57.4% | $3,373-68.3% | $3,741-71.4% |
| Admin fee / account holder | $3,071 | $4,536-32.3% | $5,961-48.5% | $5,306-42.1% |