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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 | $123,981 | $157,276-21.2% | $141,177-12.2% | $152,885-18.9% |
| Participation rate | 50.0% | 84.8%-34.8pp | 82.5%-32.5pp | 82.5%-32.5pp |
| Annual return | 13.83% | 64.33%-50.5pp | 71.40%-57.6pp | 345.39%-331.6pp |
| Employer contribution / active EE | $2,213 | $5,262-58.0% | $4,736-53.3% | $4,763-53.5% |
| Participant deferral / active EE | $2,213 | $7,110-68.9% | $6,710-67.0% | $5,851-62.2% |
| Admin fee / account holder | $580 | $12,123-95.2% | $10,263-94.3% | $11,598-95.0% |