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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 | $96,983 | $174,379-44.4% | $152,093-36.2% | $138,895-30.2% |
| Participation rate | 55.6% | 81.6%-26.1pp | 77.8%-22.2pp | 79.9%-24.4pp |
| Annual return | 10.15% | 74.86%-64.7pp | 66.36%-56.2pp | 145.39%-135.2pp |
| Employer contribution / active EE | $1,028 | $4,652-77.9% | $4,175-75.4% | $4,194-75.5% |
| Participant deferral / active EE | $1,458 | $6,159-76.3% | $5,451-73.3% | $6,396-77.2% |
| Admin fee / account holder | $1,280 | $16,880-92.4% | $14,497-91.2% | $12,562-89.8% |