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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 | $63,049 | $68,878-8.5% | $120,574-47.7% | $80,935-22.1% |
| Participation rate | 37.9% | 61.7%-23.7pp | 71.9%-34.0pp | 67.7%-29.7pp |
| Annual return | 9.57% | 23.67%-14.1pp | 107.42%-97.9pp | 35.66%-26.1pp |
| Employer contribution / active EE | $943 | $2,065-54.3% | $3,471-72.8% | $2,757-65.8% |
| Participant deferral / active EE | $1,067 | $3,189-66.6% | $4,996-78.7% | $4,299-75.2% |
| Admin fee / account holder | $770 | $5,782-86.7% | $9,445-91.8% | $6,924-88.9% |