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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 | $154,228-7.5% | $145,433-1.9% | $137,256+3.9% |
| Participation rate | 66.7% | 83.8%-17.1pp | 82.1%-15.5pp | 80.0%-13.3pp |
| Annual return | 9.04% | 74.59%-65.5pp | 66.58%-57.5pp | 220.34%-211.3pp |
| Employer contribution / active EE | $973 | $4,804-79.7% | $4,554-78.6% | $4,156-76.6% |
| Participant deferral / active EE | $1,862 | $8,216-77.3% | $7,897-76.4% | $6,407-70.9% |
| Admin fee / account holder | $346 | $14,344-97.6% | $13,129-97.4% | $12,270-97.2% |