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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 | $33,721 | $106,524-68.3% | $152,301-77.9% | $87,485-61.5% |
| Participation rate | 38.2% | 75.8%-37.6pp | 82.4%-44.3pp | 68.9%-30.7pp |
| Annual return | 12.52% | 26.89%-14.4pp | 80.50%-68.0pp | 26.06%-13.5pp |
| Employer contribution / active EE | $650 | $3,371-80.7% | $4,624-85.9% | $2,596-75.0% |
| Participant deferral / active EE | $1,509 | $6,525-76.9% | $8,004-81.1% | $4,274-64.7% |
| Admin fee / account holder | $3,080 | $8,287-62.8% | $14,398-78.6% | $7,775-60.4% |