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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 | $40,225 | $114,119-64.8% | $107,187-62.5% | $138,895-71.0% |
| Participation rate | 62.5% | 78.1%-15.6pp | 75.0%-12.5pp | 79.9%-17.4pp |
| Annual return | 5.27% | 273.21%-267.9pp | 204.55%-199.3pp | 145.39%-140.1pp |
| Employer contribution / active EE | $1,137 | $4,059-72.0% | $3,782-69.9% | $4,194-72.9% |
| Participant deferral / active EE | $1,325 | $5,538-76.1% | $5,096-74.0% | $6,396-79.3% |
| Admin fee / account holder | $50,357 | $10,024+402.4% | $9,162+449.6% | $12,562+300.9% |