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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 | $89,597 | $154,228-41.9% | $145,433-38.4% | $137,256-34.7% |
| Participation rate | 38.9% | 83.8%-44.9pp | 82.1%-43.2pp | 80.0%-41.1pp |
| Annual return | 10.50% | 74.59%-64.1pp | 66.58%-56.1pp | 220.34%-209.8pp |
| Employer contribution / active EE | $0 | $4,804-100.0% | $4,554-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $661 | $8,216-91.9% | $7,897-91.6% | $6,407-89.7% |
| Admin fee / account holder | $2,911 | $14,344-79.7% | $13,129-77.8% | $12,270-76.3% |