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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 | $28,821 | $89,259-67.7% | $107,187-73.1% | $82,637-65.1% |
| Participation rate | 58.9% | 67.9%-9.0pp | 75.0%-16.1pp | 68.1%-9.2pp |
| Annual return | 5.21% | 21.02%-15.8pp | 204.55%-199.3pp | 53.51%-48.3pp |
| Employer contribution / active EE | $4,705 | $3,080+52.8% | $3,782+24.4% | $2,552+84.4% |
| Participant deferral / active EE | $254 | $4,037-93.7% | $5,096-95.0% | $4,126-93.9% |
| Admin fee / account holder | $5,851 | $7,381-20.7% | $9,162-36.1% | $7,339-20.3% |