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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 | $142,650 | $162,136-12.0% | $152,301-6.3% | $154,746-7.8% |
| Participation rate | 66.7% | 84.1%-17.4pp | 82.4%-15.8pp | 80.7%-14.0pp |
| Annual return | 9.04% | 91.02%-82.0pp | 80.50%-71.5pp | 172.34%-163.3pp |
| Employer contribution / active EE | $973 | $4,890-80.1% | $4,624-79.0% | $4,379-77.8% |
| Participant deferral / active EE | $1,862 | $8,341-77.7% | $8,004-76.7% | $6,730-72.3% |
| Admin fee / account holder | $346 | $15,759-97.8% | $14,398-97.6% | $14,365-97.6% |