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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 | $85,690 | $148,582-42.3% | $135,942-37.0% | $139,456-38.6% |
| Participation rate | 60.0% | 83.9%-23.9pp | 81.9%-21.9pp | 80.3%-20.3pp |
| Annual return | 11.30% | 79.26%-68.0pp | 68.28%-57.0pp | 373.45%-362.1pp |
| Employer contribution / active EE | $1,084 | $5,245-79.3% | $4,858-77.7% | $4,753-77.2% |
| Participant deferral / active EE | $1,352 | $8,101-83.3% | $7,759-82.6% | $6,711-79.9% |
| Admin fee / account holder | $372 | $12,402-97.0% | $10,764-96.5% | $11,407-96.7% |