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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 | $121,256 | $165,351-26.7% | $149,710-19.0% | $158,931-23.7% |
| Participation rate | 66.7% | 84.6%-17.9pp | 82.5%-15.8pp | 82.0%-15.3pp |
| Annual return | 4.76% | 348.19%-343.4pp | 276.63%-271.9pp | 302.86%-298.1pp |
| Employer contribution / active EE | $1,280 | $5,103-74.9% | $4,645-72.5% | $4,761-73.1% |
| Participant deferral / active EE | $2,122 | $7,181-70.4% | $6,842-69.0% | $5,982-64.5% |
| Admin fee / account holder | $991 | $10,807-90.8% | $9,309-89.4% | $11,247-91.2% |