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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 | $51,873 | $157,296-67.0% | $141,191-63.3% | $152,897-66.1% |
| Participation rate | 62.5% | 84.8%-22.3pp | 82.5%-20.0pp | 82.5%-20.0pp |
| Annual return | 11.15% | 64.34%-53.2pp | 71.41%-60.3pp | 345.43%-334.3pp |
| Employer contribution / active EE | $955 | $5,262-81.9% | $4,736-79.8% | $4,764-80.0% |
| Participant deferral / active EE | $1,506 | $7,111-78.8% | $6,710-77.6% | $5,851-74.3% |
| Admin fee / account holder | $2,805 | $12,125-76.9% | $10,264-72.7% | $11,599-75.8% |