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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 | $111,599 | $135,956-17.9% | $123,894-9.9% | $273,972-59.3% |
| Participation rate | 50.0% | 84.1%-34.1pp | 81.4%-31.4pp | 83.0%-33.0pp |
| Annual return | 0.19% | 56.63%-56.4pp | 47.52%-47.3pp | 41.46%-41.3pp |
| Employer contribution / active EE | $1,328 | $5,170-74.3% | $4,617-71.2% | $4,869-72.7% |
| Participant deferral / active EE | $1,660 | $6,343-73.8% | $5,984-72.3% | $5,287-68.6% |
| Admin fee / account holder | $1,794 | $9,817-81.7% | $8,357-78.5% | $10,133-82.3% |