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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 | $166,643 | $154,228+8.0% | $145,433+14.6% | $137,256+21.4% |
| Participation rate | 50.0% | 83.8%-33.8pp | 82.1%-32.1pp | 80.0%-30.0pp |
| Annual return | 12.02% | 74.59%-62.6pp | 66.58%-54.6pp | 220.34%-208.3pp |
| Employer contribution / active EE | $16,009 | $4,804+233.2% | $4,554+251.5% | $4,156+285.2% |
| Participant deferral / active EE | $861 | $8,216-89.5% | $7,897-89.1% | $6,407-86.6% |
| Admin fee / account holder | $410 | $14,344-97.1% | $13,129-96.9% | $12,270-96.7% |