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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 | $55,328 | $162,136-65.9% | $152,301-63.7% | $154,746-64.2% |
| Participation rate | 61.1% | 84.1%-23.0pp | 82.4%-21.3pp | 80.7%-19.6pp |
| Annual return | 10.48% | 91.02%-80.5pp | 80.50%-70.0pp | 172.34%-161.9pp |
| Employer contribution / active EE | $1,313 | $4,890-73.2% | $4,624-71.6% | $4,379-70.0% |
| Participant deferral / active EE | $1,682 | $8,341-79.8% | $8,004-79.0% | $6,730-75.0% |
| Admin fee / account holder | $2,329 | $15,759-85.2% | $14,398-83.8% | $14,365-83.8% |