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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 | $89,495 | $183,592-51.3% | $155,574-42.5% | $145,877-38.7% |
| Participation rate | 63.6% | 82.7%-19.1pp | 78.2%-14.6pp | 80.3%-16.7pp |
| Annual return | 8.48% | 61.37%-52.9pp | 64.87%-56.4pp | 551.28%-542.8pp |
| Employer contribution / active EE | $1,107 | $5,317-79.2% | $4,676-76.3% | $4,663-76.3% |
| Participant deferral / active EE | $1,674 | $6,466-74.1% | $5,629-70.3% | $6,691-75.0% |
| Admin fee / account holder | $7,677 | $19,316-60.3% | $15,914-51.8% | $13,402-42.7% |