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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 | $60,147 | $101,653-40.8% | $147,080-59.1% | $74,459-19.2% |
| Participation rate | 69.4% | 75.6%-6.1pp | 82.2%-12.7pp | 67.2%+2.2pp |
| Annual return | 11.53% | 8754.98%-8743.4pp | 420.17%-408.6pp | 1369.70%-1358.2pp |
| Employer contribution / active EE | $1,327 | $3,813-65.2% | $4,933-73.1% | $2,626-49.5% |
| Participant deferral / active EE | $2,049 | $7,304-71.9% | $8,066-74.6% | $4,350-52.9% |
| Admin fee / account holder | $1,545 | $1,752-11.8% | $12,989-88.1% | $1,945-20.5% |