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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 | $78,017 | $183,516-57.5% | $155,534-49.8% | $145,884-46.5% |
| Participation rate | 50.0% | 82.7%-32.7pp | 78.2%-28.2pp | 80.3%-30.3pp |
| Annual return | 8.50% | 61.43%-52.9pp | 64.92%-56.4pp | 551.85%-543.3pp |
| Employer contribution / active EE | $1,673 | $5,315-68.5% | $4,675-64.2% | $4,662-64.1% |
| Participant deferral / active EE | $1,673 | $6,467-74.1% | $5,630-70.3% | $6,690-75.0% |
| Admin fee / account holder | $333 | $19,293-98.3% | $15,900-97.9% | $13,392-97.5% |