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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 | $67,199 | $111,535-39.8% | $105,223-36.1% | $137,256-51.0% |
| Participation rate | 40.0% | 78.1%-38.1pp | 75.0%-35.0pp | 80.0%-40.0pp |
| Annual return | 11.07% | 237.85%-226.8pp | 180.65%-169.6pp | 220.34%-209.3pp |
| Employer contribution / active EE | $1,195 | $3,939-69.7% | $3,689-67.6% | $4,156-71.2% |
| Participant deferral / active EE | $1,190 | $5,500-78.4% | $5,072-76.5% | $6,407-81.4% |
| Admin fee / account holder | $1,938 | $9,721-80.1% | $8,859-78.1% | $12,270-84.2% |