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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 | $117,904-71.1% | $102,457-66.8% | $145,978-76.7% |
| Participation rate | 23.1% | 78.6%-55.5pp | 76.5%-53.4pp | 80.3%-57.2pp |
| Annual return | 8.55% | 31.80%-23.3pp | 29.41%-20.9pp | 550.52%-542.0pp |
| Employer contribution / active EE | $1,248 | $3,613-65.5% | $3,022-58.7% | $4,662-73.2% |
| Participant deferral / active EE | $1,551 | $5,733-73.0% | $5,054-69.3% | $6,690-76.8% |
| Admin fee / account holder | $1,003 | $13,329-92.5% | $9,451-89.4% | $13,400-92.5% |