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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 | $45,914 | $80,985-43.3% | $96,576-52.5% | $75,181-38.9% |
| Participation rate | 48.8% | 71.8%-22.9pp | 76.0%-27.1pp | 67.2%-18.4pp |
| Annual return | 7.04% | 27.05%-20.0pp | 25.87%-18.8pp | 160.69%-153.6pp |
| Employer contribution / active EE | $966 | $2,282-57.7% | $2,965-67.4% | $2,671-63.8% |
| Participant deferral / active EE | $1,149 | $3,929-70.7% | $4,851-76.3% | $4,126-72.1% |
| Admin fee / account holder | $1,693 | $6,719-74.8% | $8,253-79.5% | $5,650-70.0% |