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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 | $83,328 | $126,636-34.2% | $312,151-73.3% | $116,462-28.5% |
| Participation rate | 53.6% | 82.6%-29.0pp | 89.1%-35.5pp | 74.7%-21.1pp |
| Annual return | 11.17% | 15.31%-4.1pp | 1.82%+9.4pp | 15.65%-4.5pp |
| Employer contribution / active EE | $1,169 | $3,444-66.0% | $8,031-85.4% | $3,231-63.8% |
| Participant deferral / active EE | $1,997 | $4,369-54.3% | $5,370-62.8% | $3,836-47.9% |
| Admin fee / account holder | $6,870 | $16,098-57.3% | $51,799-86.7% | $12,754-46.1% |