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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 | $34,056 | $117,895-71.1% | $102,460-66.8% | $145,897-76.7% |
| Participation rate | 23.1% | 78.6%-55.6pp | 76.5%-53.4pp | 80.3%-57.2pp |
| Annual return | 8.55% | 31.92%-23.4pp | 29.47%-20.9pp | 552.29%-543.7pp |
| Employer contribution / active EE | $1,248 | $3,619-65.5% | $3,025-58.7% | $4,663-73.2% |
| Participant deferral / active EE | $1,551 | $5,736-73.0% | $5,056-69.3% | $6,689-76.8% |
| Admin fee / account holder | $1,003 | $13,353-92.5% | $9,460-89.4% | $13,390-92.5% |