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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 | $109,354 | $174,379-37.3% | $152,093-28.1% | $138,895-21.3% |
| Participation rate | 35.7% | 81.6%-45.9pp | 77.8%-42.1pp | 79.9%-44.2pp |
| Annual return | 10.53% | 74.86%-64.3pp | 66.36%-55.8pp | 145.39%-134.9pp |
| Employer contribution / active EE | $953 | $4,652-79.5% | $4,175-77.2% | $4,194-77.3% |
| Participant deferral / active EE | $1,478 | $6,159-76.0% | $5,451-72.9% | $6,396-76.9% |
| Admin fee / account holder | $7,382 | $16,880-56.3% | $14,497-49.1% | $12,562-41.2% |