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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 | $35,109 | $162,136-78.3% | $152,301-76.9% | $154,746-77.3% |
| Participation rate | 40.9% | 84.1%-43.2pp | 82.4%-41.5pp | 80.7%-39.8pp |
| Annual return | 10.44% | 91.02%-80.6pp | 80.50%-70.1pp | 172.34%-161.9pp |
| Employer contribution / active EE | $2,227 | $4,890-54.5% | $4,624-51.8% | $4,379-49.2% |
| Participant deferral / active EE | $2,434 | $8,341-70.8% | $8,004-69.6% | $6,730-63.8% |
| Admin fee / account holder | $2,768 | $15,759-82.4% | $14,398-80.8% | $14,365-80.7% |