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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 | $40,105 | $174,379-77.0% | $152,093-73.6% | $138,895-71.1% |
| Participation rate | 25.0% | 81.6%-56.6pp | 77.8%-52.8pp | 79.9%-54.9pp |
| Annual return | 8.26% | 74.86%-66.6pp | 66.36%-58.1pp | 145.39%-137.1pp |
| Employer contribution / active EE | $984 | $4,652-78.9% | $4,175-76.4% | $4,194-76.5% |
| Participant deferral / active EE | $1,029 | $6,159-83.3% | $5,451-81.1% | $6,396-83.9% |
| Admin fee / account holder | $6,151 | $16,880-63.6% | $14,497-57.6% | $12,562-51.0% |