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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 | $81,145 | $117,829-31.1% | $102,423-20.8% | $145,877-44.4% |
| Participation rate | 66.7% | 78.6%-11.9pp | 76.5%-9.8pp | 80.3%-13.6pp |
| Annual return | 7.21% | 31.83%-24.6pp | 29.42%-22.2pp | 551.28%-544.1pp |
| Employer contribution / active EE | $1,231 | $3,615-65.9% | $3,023-59.3% | $4,663-73.6% |
| Participant deferral / active EE | $1,348 | $5,732-76.5% | $5,054-73.3% | $6,691-79.8% |
| Admin fee / account holder | $1,852 | $13,335-86.1% | $9,455-80.4% | $13,402-86.2% |