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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 | $208,650 | $129,737+60.8% | $119,126+75.2% | $154,746+34.8% |
| Participation rate | 46.7% | 78.9%-32.2pp | 75.8%-29.1pp | 80.7%-34.0pp |
| Annual return | 6.60% | 379.08%-372.5pp | 282.11%-275.5pp | 172.34%-165.7pp |
| Employer contribution / active EE | $1,438 | $4,375-67.1% | $4,034-64.3% | $4,379-67.2% |
| Participant deferral / active EE | $1,637 | $5,842-72.0% | $5,318-69.2% | $6,730-75.7% |
| Admin fee / account holder | $4,291 | $11,961-64.1% | $10,693-59.9% | $14,365-70.1% |