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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 | $165,399-26.7% | $149,745-19.0% | $158,982-23.7% |
| Participation rate | 66.7% | 84.6%-17.9pp | 82.5%-15.8pp | 82.0%-15.3pp |
| Annual return | 4.76% | 348.34%-343.6pp | 276.72%-272.0pp | 302.99%-298.2pp |
| Employer contribution / active EE | $1,280 | $5,105-74.9% | $4,646-72.5% | $4,763-73.1% |
| Participant deferral / active EE | $2,122 | $7,183-70.5% | $6,843-69.0% | $5,983-64.5% |
| Admin fee / account holder | $991 | $10,811-90.8% | $9,312-89.4% | $11,252-91.2% |