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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 | $50,898 | $89,364-43.0% | $141,177-63.9% | $72,983-30.3% |
| Participation rate | 52.0% | 75.1%-23.1pp | 82.5%-30.5pp | 69.5%-17.5pp |
| Annual return | 17.16% | 111.86%-94.7pp | 71.40%-54.2pp | 81.01%-63.8pp |
| Employer contribution / active EE | $1,224 | $3,115-60.7% | $4,736-74.2% | $2,440-49.8% |
| Participant deferral / active EE | $1,760 | $5,419-67.5% | $6,710-73.8% | $3,608-51.2% |
| Admin fee / account holder | $2,723 | $5,959-54.3% | $10,263-73.5% | $5,124-46.9% |