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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 | $154,192 | $105,200+46.6% | $159,474-3.3% | $85,847+79.6% |
| Participation rate | 37.0% | 75.8%-38.7pp | 82.8%-45.8pp | 69.3%-32.3pp |
| Annual return | 11.97% | 45.08%-33.1pp | 263.68%-251.7pp | 318.61%-306.6pp |
| Employer contribution / active EE | $723 | $3,319-78.2% | $4,831-85.0% | $2,565-71.8% |
| Participant deferral / active EE | $2,284 | $5,946-61.6% | $7,353-68.9% | $3,952-42.2% |
| Admin fee / account holder | $742 | $6,934-89.3% | $10,802-93.1% | $6,261-88.1% |