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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 | $38,562 | $80,748-52.2% | $102,383-62.3% | $74,429-48.2% |
| Participation rate | 30.2% | 65.7%-35.5pp | 74.5%-44.3pp | 67.2%-37.0pp |
| Annual return | 9.87% | 27.57%-17.7pp | 24.94%-15.1pp | 1368.38%-1358.5pp |
| Employer contribution / active EE | $874 | $3,159-72.3% | $3,870-77.4% | $2,625-66.7% |
| Participant deferral / active EE | $1,285 | $3,861-66.7% | $5,060-74.6% | $4,348-70.5% |
| Admin fee / account holder | $1,519 | $2,371-35.9% | $8,391-81.9% | $1,944-21.9% |