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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 | $221,838 | $209,336+6.0% | $197,124+12.5% | $137,256+61.6% |
| Participation rate | 42.9% | 87.3%-44.4pp | 86.7%-43.9pp | 80.0%-37.1pp |
| Annual return | 10.50% | 48.09%-37.6pp | 44.34%-33.8pp | 220.34%-209.8pp |
| Employer contribution / active EE | $1,855 | $6,591-71.9% | $6,227-70.2% | $4,156-55.4% |
| Participant deferral / active EE | $2,416 | $9,614-74.9% | $9,135-73.6% | $6,407-62.3% |
| Admin fee / account holder | $14,053 | $17,308-18.8% | $16,298-13.8% | $12,270+14.5% |