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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 | $29,641 | $165,381-82.1% | $149,730-80.2% | $158,966-81.4% |
| Participation rate | 63.2% | 84.6%-21.4pp | 82.5%-19.3pp | 82.0%-18.8pp |
| Annual return | 6.35% | 348.29%-341.9pp | 276.70%-270.3pp | 302.95%-296.6pp |
| Employer contribution / active EE | $927 | $5,104-81.8% | $4,645-80.0% | $4,762-80.5% |
| Participant deferral / active EE | $1,112 | $7,182-84.5% | $6,843-83.7% | $5,983-81.4% |
| Admin fee / account holder | $385 | $10,809-96.4% | $9,310-95.9% | $11,250-96.6% |