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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 | $57,583 | $217,432-73.5% | $185,849-69.0% | $167,536-65.6% |
| Participation rate | 54.5% | 86.1%-31.5pp | 81.7%-27.2pp | 82.1%-27.6pp |
| Annual return | 5.17% | 148.42%-143.2pp | 122.10%-116.9pp | 478.82%-473.6pp |
| Employer contribution / active EE | $1,669 | $5,875-71.6% | $5,169-67.7% | $4,839-65.5% |
| Participant deferral / active EE | $2,233 | $6,357-64.9% | $5,569-59.9% | $6,342-64.8% |
| Admin fee / account holder | $388 | $19,818-98.0% | $16,244-97.6% | $12,315-96.9% |