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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 | $40,911 | $183,592-77.7% | $155,574-73.7% | $145,877-72.0% |
| Participation rate | 53.8% | 82.7%-28.9pp | 78.2%-24.4pp | 80.3%-26.5pp |
| Annual return | 8.20% | 61.37%-53.2pp | 64.87%-56.7pp | 551.28%-543.1pp |
| Employer contribution / active EE | $1,531 | $5,317-71.2% | $4,676-67.3% | $4,663-67.2% |
| Participant deferral / active EE | $1,531 | $6,466-76.3% | $5,629-72.8% | $6,691-77.1% |
| Admin fee / account holder | $3,138 | $19,316-83.8% | $15,914-80.3% | $13,402-76.6% |