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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 | $81,081 | $80,983+0.1% | $96,544-16.0% | $75,177+7.9% |
| Participation rate | 16.7% | 71.8%-55.1pp | 76.0%-59.3pp | 67.2%-50.5pp |
| Annual return | 9.09% | 27.05%-18.0pp | 25.88%-16.8pp | 160.75%-151.7pp |
| Employer contribution / active EE | $1,251 | $2,282-45.2% | $2,966-57.8% | $2,671-53.2% |
| Participant deferral / active EE | $1,317 | $3,929-66.5% | $4,851-72.9% | $4,126-68.1% |
| Admin fee / account holder | $11,808 | $6,717+75.8% | $8,254+43.0% | $5,651+108.9% |