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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 | $44,067 | $175,231-74.9% | $149,696-70.6% | $139,466-68.4% |
| Participation rate | 62.5% | 83.4%-20.9pp | 78.8%-16.3pp | 80.3%-17.8pp |
| Annual return | 8.07% | 166.77%-158.7pp | 134.46%-126.4pp | 373.66%-365.6pp |
| Employer contribution / active EE | $1,327 | $5,478-75.8% | $4,821-72.5% | $4,754-72.1% |
| Participant deferral / active EE | $1,267 | $6,521-80.6% | $5,682-77.7% | $6,712-81.1% |
| Admin fee / account holder | $2,593 | $16,155-84.0% | $13,212-80.4% | $11,409-77.3% |