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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 | $155,555-64.4% | $146,866-62.3% | $155,188-64.3% |
| Participation rate | 61.1% | 84.0%-22.8pp | 82.5%-21.4pp | 80.8%-19.7pp |
| Annual return | 10.48% | 115.41%-104.9pp | 102.85%-92.4pp | 148.84%-138.4pp |
| Employer contribution / active EE | $1,313 | $4,647-71.8% | $4,425-70.3% | $4,248-69.1% |
| Participant deferral / active EE | $1,682 | $8,044-79.1% | $7,759-78.3% | $6,531-74.2% |
| Admin fee / account holder | $2,329 | $14,755-84.2% | $13,620-82.9% | $14,480-83.9% |