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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 | $145,789 | $174,379-16.4% | $152,093-4.1% | $138,895+5.0% |
| Participation rate | 66.7% | 81.6%-15.0pp | 77.8%-11.1pp | 79.9%-13.3pp |
| Annual return | 3.14% | 74.86%-71.7pp | 66.36%-63.2pp | 145.39%-142.3pp |
| Employer contribution / active EE | $1,118 | $4,652-76.0% | $4,175-73.2% | $4,194-73.4% |
| Participant deferral / active EE | $1,397 | $6,159-77.3% | $5,451-74.4% | $6,396-78.2% |
| Admin fee / account holder | $1,205 | $16,880-92.9% | $14,497-91.7% | $12,562-90.4% |