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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 | $77,610 | $201,372-61.5% | $184,260-57.9% | $145,884-46.8% |
| Participation rate | 66.7% | 87.5%-20.8pp | 86.8%-20.2pp | 80.3%-13.6pp |
| Annual return | 8.95% | 29.04%-20.1pp | 28.84%-19.9pp | 551.85%-542.9pp |
| Employer contribution / active EE | $6,667 | $7,024-5.1% | $6,427+3.7% | $4,662+43.0% |
| Participant deferral / active EE | $887 | $9,808-91.0% | $9,133-90.3% | $6,690-86.7% |
| Admin fee / account holder | $331 | $16,362-98.0% | $13,898-97.6% | $13,392-97.5% |