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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 | $10,968 | $111,535-90.2% | $105,223-89.6% | $137,256-92.0% |
| Participation rate | 66.7% | 78.1%-11.4pp | 75.0%-8.4pp | 80.0%-13.3pp |
| Annual return | 10.54% | 237.85%-227.3pp | 180.65%-170.1pp | 220.34%-209.8pp |
| Employer contribution / active EE | $820 | $3,939-79.2% | $3,689-77.8% | $4,156-80.3% |
| Participant deferral / active EE | $1,351 | $5,500-75.4% | $5,072-73.4% | $6,407-78.9% |
| Admin fee / account holder | $568 | $9,721-94.2% | $8,859-93.6% | $12,270-95.4% |