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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 | $93,728 | $154,228-39.2% | $145,433-35.6% | $137,256-31.7% |
| Participation rate | 44.4% | 83.8%-39.3pp | 82.1%-37.7pp | 80.0%-35.5pp |
| Annual return | 10.69% | 74.59%-63.9pp | 66.58%-55.9pp | 220.34%-209.7pp |
| Employer contribution / active EE | $954 | $4,804-80.1% | $4,554-79.1% | $4,156-77.1% |
| Participant deferral / active EE | $1,506 | $8,216-81.7% | $7,897-80.9% | $6,407-76.5% |
| Admin fee / account holder | $1,368 | $14,344-90.5% | $13,129-89.6% | $12,270-88.9% |