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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 | $77,391 | $108,942-29.0% | $100,415-22.9% | $145,897-47.0% |
| Participation rate | 66.7% | 83.0%-16.3pp | 81.5%-14.9pp | 80.3%-13.6pp |
| Annual return | 5.08% | 58.27%-53.2pp | 49.47%-44.4pp | 552.29%-547.2pp |
| Employer contribution / active EE | $1,213 | $4,422-72.6% | $3,943-69.2% | $4,663-74.0% |
| Participant deferral / active EE | $1,237 | $8,461-85.4% | $8,091-84.7% | $6,689-81.5% |
| Admin fee / account holder | $2,448 | $9,702-74.8% | $7,906-69.0% | $13,390-81.7% |