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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 | $120,554 | $107,666+12.0% | $102,184+18.0% | $154,746-22.1% |
| Participation rate | 69.6% | 83.7%-14.2pp | 82.6%-13.0pp | 80.7%-11.1pp |
| Annual return | 2.68% | 29.33%-26.6pp | 31.58%-28.9pp | 172.34%-169.7pp |
| Employer contribution / active EE | $900 | $3,846-76.6% | $3,594-75.0% | $4,379-79.4% |
| Participant deferral / active EE | $1,313 | $8,719-84.9% | $8,309-84.2% | $6,730-80.5% |
| Admin fee / account holder | $3,724 | $12,943-71.2% | $11,609-67.9% | $14,365-74.1% |