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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 | $72,227 | $165,381-56.3% | $149,730-51.8% | $158,966-54.6% |
| Participation rate | 38.5% | 84.6%-46.1pp | 82.5%-44.0pp | 82.0%-43.5pp |
| Annual return | 6.87% | 348.29%-341.4pp | 276.70%-269.8pp | 302.95%-296.1pp |
| Employer contribution / active EE | $916 | $5,104-82.1% | $4,645-80.3% | $4,762-80.8% |
| Participant deferral / active EE | $1,188 | $7,182-83.5% | $6,843-82.6% | $5,983-80.1% |
| Admin fee / account holder | $3,277 | $10,809-69.7% | $9,310-64.8% | $11,250-70.9% |