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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 | $35,155 | $107,368-67.3% | $92,915-62.2% | $152,909-77.0% |
| Participation rate | 53.8% | 79.8%-25.9pp | 76.0%-22.2pp | 82.5%-28.6pp |
| Annual return | 9.61% | 145.64%-136.0pp | 109.45%-99.8pp | 345.46%-335.9pp |
| Employer contribution / active EE | $1,579 | $4,222-62.6% | $3,653-56.8% | $4,764-66.8% |
| Participant deferral / active EE | $585 | $4,848-87.9% | $4,238-86.2% | $5,851-90.0% |
| Admin fee / account holder | $618 | $7,082-91.3% | $5,796-89.3% | $11,601-94.7% |