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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 | $71,575 | $95,404-25.0% | $113,397-36.9% | $82,637-13.4% |
| Participation rate | 68.0% | 72.8%-4.8pp | 76.5%-8.5pp | 68.1%-0.1pp |
| Annual return | 11.62% | 19.08%-7.5pp | 23.20%-11.6pp | 53.51%-41.9pp |
| Employer contribution / active EE | $1,177 | $2,307-49.0% | $2,977-60.5% | $2,552-53.9% |
| Participant deferral / active EE | $1,766 | $4,220-58.1% | $5,076-65.2% | $4,126-57.2% |
| Admin fee / account holder | $6,052 | $9,168-34.0% | $11,957-49.4% | $7,339-17.5% |