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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 | $239,380 | $154,228+55.2% | $145,433+64.6% | $137,256+74.4% |
| Participation rate | 33.3% | 83.8%-50.5pp | 82.1%-48.8pp | 80.0%-46.6pp |
| Annual return | 12.36% | 74.59%-62.2pp | 66.58%-54.2pp | 220.34%-208.0pp |
| Employer contribution / active EE | $4,477 | $4,804-6.8% | $4,554-1.7% | $4,156+7.7% |
| Participant deferral / active EE | $573 | $8,216-93.0% | $7,897-92.7% | $6,407-91.1% |
| Admin fee / account holder | $62,163 | $14,344+333.4% | $13,129+373.5% | $12,270+406.6% |