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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 | $112,283 | $71,230+57.6% | $93,727+19.8% | $80,959+38.7% |
| Participation rate | 30.3% | 60.4%-30.1pp | 68.7%-38.4pp | 67.7%-37.4pp |
| Annual return | 8.45% | 11.26%-2.8pp | 133.83%-125.4pp | 35.67%-27.2pp |
| Employer contribution / active EE | $626 | $1,565-60.0% | $2,421-74.2% | $2,757-77.3% |
| Participant deferral / active EE | $980 | $4,037-75.7% | $4,417-77.8% | $4,300-77.2% |
| Admin fee / account holder | $6,541 | $6,961-6.0% | $8,292-21.1% | $6,925-5.5% |