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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 | $84,754 | $176,105-51.9% | $159,474-46.9% | $167,536-49.4% |
| Participation rate | 53.3% | 85.0%-31.6pp | 82.8%-29.5pp | 82.1%-28.8pp |
| Annual return | 8.94% | 331.91%-323.0pp | 263.68%-254.7pp | 478.82%-469.9pp |
| Employer contribution / active EE | $1,494 | $5,299-71.8% | $4,831-69.1% | $4,839-69.1% |
| Participant deferral / active EE | $2,472 | $7,751-68.1% | $7,353-66.4% | $6,342-61.0% |
| Admin fee / account holder | $689 | $12,559-94.5% | $10,802-93.6% | $12,315-94.4% |