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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 | $67,711 | $105,145-35.6% | $94,664-28.5% | $139,466-51.5% |
| Participation rate | 44.4% | 82.4%-37.9pp | 80.8%-36.4pp | 80.3%-35.9pp |
| Annual return | 11.04% | 38.09%-27.0pp | 156.84%-145.8pp | 373.66%-362.6pp |
| Employer contribution / active EE | $1,018 | $4,107-75.2% | $3,673-72.3% | $4,754-78.6% |
| Participant deferral / active EE | $2,175 | $7,599-71.4% | $7,417-70.7% | $6,712-67.6% |
| Admin fee / account holder | $2,027 | $8,972-77.4% | $7,222-71.9% | $11,409-82.2% |