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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 | $46,155 | $107,353-57.0% | $92,903-50.3% | $152,885-69.8% |
| Participation rate | 57.1% | 79.8%-22.6pp | 76.0%-18.9pp | 82.5%-25.3pp |
| Annual return | 11.07% | 145.62%-134.5pp | 109.43%-98.4pp | 345.39%-334.3pp |
| Employer contribution / active EE | $1,638 | $4,222-61.2% | $3,653-55.2% | $4,763-65.6% |
| Participant deferral / active EE | $805 | $4,848-83.4% | $4,238-81.0% | $5,851-86.2% |
| Admin fee / account holder | $476 | $7,081-93.3% | $5,795-91.8% | $11,598-95.9% |