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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 | $50,312 | $68,412-26.5% | $94,679-46.9% | $75,181-33.1% |
| Participation rate | 66.7% | 76.1%-9.4pp | 80.8%-14.2pp | 67.2%-0.5pp |
| Annual return | 13.84% | 616.91%-603.1pp | 156.75%-142.9pp | 160.69%-146.8pp |
| Employer contribution / active EE | $1,193 | $2,701-55.8% | $3,673-67.5% | $2,671-55.3% |
| Participant deferral / active EE | $2,147 | $6,537-67.2% | $7,417-71.1% | $4,126-48.0% |
| Admin fee / account holder | $1,368 | $5,326-74.3% | $7,233-81.1% | $5,650-75.8% |