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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 | $105,304 | $86,298+22.0% | $111,308-5.4% | $85,847+22.7% |
| Participation rate | 41.0% | 73.3%-32.3pp | 77.3%-36.3pp | 69.3%-28.3pp |
| Annual return | 10.86% | 19.99%-9.1pp | 54.67%-43.8pp | 318.61%-307.7pp |
| Employer contribution / active EE | $770 | $2,044-62.3% | $2,732-71.8% | $2,565-70.0% |
| Participant deferral / active EE | $1,427 | $3,641-60.8% | $4,487-68.2% | $3,952-63.9% |
| Admin fee / account holder | $490 | $8,189-94.0% | $7,965-93.8% | $6,261-92.2% |