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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 | $71,197+57.7% | $93,669+19.9% | $80,925+38.7% |
| Participation rate | 30.3% | 60.4%-30.1pp | 68.7%-38.5pp | 67.7%-37.4pp |
| Annual return | 8.45% | 11.27%-2.8pp | 133.59%-125.1pp | 35.65%-27.2pp |
| Employer contribution / active EE | $626 | $1,565-60.0% | $2,424-74.2% | $2,756-77.3% |
| Participant deferral / active EE | $980 | $4,036-75.7% | $4,416-77.8% | $4,299-77.2% |
| Admin fee / account holder | $6,541 | $6,959-6.0% | $8,291-21.1% | $6,940-5.7% |