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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 | $67,930 | $85,766-20.8% | $136,298-50.2% | $70,126-3.1% |
| Participation rate | 62.0% | 74.2%-12.1pp | 81.9%-19.9pp | 69.5%-7.5pp |
| Annual return | 13.50% | 31.46%-18.0pp | 5156.27%-5142.8pp | 73.15%-59.6pp |
| Employer contribution / active EE | $1,178 | $2,966-60.3% | $4,696-74.9% | $2,343-49.7% |
| Participant deferral / active EE | $1,529 | $5,051-69.7% | $6,247-75.5% | $3,332-54.1% |
| Admin fee / account holder | $5,395 | $5,421-0.5% | $9,244-41.6% | $4,645+16.1% |