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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 | $78,417 | $156,398-49.9% | $147,318-46.8% | $138,895-43.5% |
| Participation rate | 27.3% | 83.8%-56.5pp | 82.1%-54.8pp | 79.9%-52.6pp |
| Annual return | 9.38% | 78.75%-69.4pp | 70.43%-61.1pp | 145.39%-136.0pp |
| Employer contribution / active EE | $0 | $4,853-100.0% | $4,593-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $1,633 | $8,237-80.2% | $7,906-79.3% | $6,396-74.5% |
| Admin fee / account holder | $3,434 | $14,976-77.1% | $13,708-74.9% | $12,562-72.7% |