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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 | $126,173 | $154,228-18.2% | $145,433-13.2% | $137,256-8.1% |
| Participation rate | 40.0% | 83.8%-43.8pp | 82.1%-42.1pp | 80.0%-40.0pp |
| Annual return | 11.50% | 74.59%-63.1pp | 66.58%-55.1pp | 220.34%-208.8pp |
| Employer contribution / active EE | $1,650 | $4,804-65.7% | $4,554-63.8% | $4,156-60.3% |
| Participant deferral / active EE | $255 | $8,216-96.9% | $7,897-96.8% | $6,407-96.0% |
| Admin fee / account holder | $78,839 | $14,344+449.6% | $13,129+500.5% | $12,270+542.5% |