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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 | $155,555-77.4% | $146,866-76.1% | $155,188-77.4% |
| Participation rate | 40.9% | 84.0%-43.0pp | 82.5%-41.6pp | 80.8%-39.9pp |
| Annual return | 10.44% | 115.41%-105.0pp | 102.85%-92.4pp | 148.84%-138.4pp |
| Employer contribution / active EE | $2,227 | $4,647-52.1% | $4,425-49.7% | $4,248-47.6% |
| Participant deferral / active EE | $2,434 | $8,044-69.7% | $7,759-68.6% | $6,531-62.7% |
| Admin fee / account holder | $2,768 | $14,755-81.2% | $13,620-79.7% | $14,480-80.9% |