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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 | $31,707 | $185,883-82.9% | $170,043-81.4% | $139,466-77.3% |
| Participation rate | 62.5% | 87.8%-25.3pp | 87.0%-24.5pp | 80.3%-17.8pp |
| Annual return | 10.09% | 60.54%-50.5pp | 53.40%-43.3pp | 373.66%-363.6pp |
| Employer contribution / active EE | $2,048 | $7,596-73.0% | $6,790-69.8% | $4,754-56.9% |
| Participant deferral / active EE | $2,249 | $11,626-80.7% | $10,410-78.4% | $6,712-66.5% |
| Admin fee / account holder | $402 | $15,393-97.4% | $12,824-96.9% | $11,409-96.5% |