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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 | $24,631 | $127,387-80.7% | $115,038-78.6% | $125,389-80.4% |
| Participation rate | 55.6% | 84.2%-28.6pp | 81.4%-25.8pp | 83.2%-27.6pp |
| Annual return | -3.70% | 31.28%-35.0pp | 26.14%-29.8pp | 282.24%-285.9pp |
| Employer contribution / active EE | $991 | $5,166-80.8% | $4,608-78.5% | $4,866-79.6% |
| Participant deferral / active EE | $1,838 | $6,423-71.4% | $6,026-69.5% | $5,352-65.7% |
| Admin fee / account holder | $4,848 | $9,516-49.1% | $8,175-40.7% | $9,541-49.2% |