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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 | $116,630 | $154,228-24.4% | $145,433-19.8% | $137,256-15.0% |
| Participation rate | 68.4% | 83.8%-15.4pp | 82.1%-13.7pp | 80.0%-11.5pp |
| Annual return | 12.05% | 74.59%-62.5pp | 66.58%-54.5pp | 220.34%-208.3pp |
| Employer contribution / active EE | $1,368 | $4,804-71.5% | $4,554-70.0% | $4,156-67.1% |
| Participant deferral / active EE | $2,296 | $8,216-72.1% | $7,897-70.9% | $6,407-64.2% |
| Admin fee / account holder | $6,040 | $14,344-57.9% | $13,129-54.0% | $12,270-50.8% |