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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 | $85,966 | $212,386-59.5% | $199,883-57.0% | $138,895-38.1% |
| Participation rate | 66.7% | 87.4%-20.7pp | 86.8%-20.1pp | 79.9%-13.3pp |
| Annual return | 3.12% | 47.75%-44.6pp | 43.81%-40.7pp | 145.39%-142.3pp |
| Employer contribution / active EE | $1,973 | $6,625-70.2% | $6,261-68.5% | $4,194-53.0% |
| Participant deferral / active EE | $2,467 | $9,617-74.4% | $9,138-73.0% | $6,396-61.4% |
| Admin fee / account holder | $125,902 | $18,233+590.5% | $17,268+629.1% | $12,562+902.2% |