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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 | $173,464 | $79,955+117.0% | $98,461+76.2% | $75,173+130.8% |
| Participation rate | 19.2% | 70.4%-51.1pp | 75.2%-55.9pp | 67.2%-48.0pp |
| Annual return | 4.80% | 19.75%-15.0pp | 21.17%-16.4pp | 160.72%-155.9pp |
| Employer contribution / active EE | $626 | $2,264-72.4% | $3,049-79.5% | $2,671-76.6% |
| Participant deferral / active EE | $1,277 | $3,752-66.0% | $4,738-73.1% | $4,126-69.1% |
| Admin fee / account holder | $314 | $6,841-95.4% | $8,961-96.5% | $5,651-94.4% |