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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 | $100,087 | $77,472+29.2% | $100,392-0.3% | $80,935+23.7% |
| Participation rate | 59.0% | 76.9%-17.9pp | 81.5%-22.5pp | 67.7%-8.6pp |
| Annual return | 10.24% | 37.26%-27.0pp | 49.45%-39.2pp | 35.66%-25.4pp |
| Employer contribution / active EE | $720 | $2,800-74.3% | $3,941-81.7% | $2,757-73.9% |
| Participant deferral / active EE | $2,570 | $6,818-62.3% | $8,090-68.2% | $4,299-40.2% |
| Admin fee / account holder | $2,597 | $5,885-55.9% | $7,904-67.1% | $6,924-62.5% |