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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 | $44,674 | $162,785-72.6% | $133,959-66.7% | $158,950-71.9% |
| Participation rate | 60.0% | 83.2%-23.2pp | 79.8%-19.8pp | 82.0%-22.0pp |
| Annual return | 2.42% | 41.94%-39.5pp | 45.09%-42.7pp | 302.91%-300.5pp |
| Employer contribution / active EE | $1,003 | $4,975-79.8% | $3,919-74.4% | $4,762-78.9% |
| Participant deferral / active EE | $1,495 | $5,910-74.7% | $5,047-70.4% | $5,983-75.0% |
| Admin fee / account holder | $7,548 | $11,738-35.7% | $8,928-15.5% | $11,248-32.9% |