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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 | $57,482 | $148,623-61.3% | $135,974-57.7% | $139,466-58.8% |
| Participation rate | 60.0% | 83.9%-23.9pp | 81.9%-21.9pp | 80.3%-20.3pp |
| Annual return | 10.97% | 79.30%-68.3pp | 68.30%-57.3pp | 373.66%-362.7pp |
| Employer contribution / active EE | $1,924 | $5,246-63.3% | $4,859-60.4% | $4,754-59.5% |
| Participant deferral / active EE | $2,460 | $8,103-69.6% | $7,760-68.3% | $6,712-63.3% |
| Admin fee / account holder | $415 | $12,406-96.7% | $10,767-96.1% | $11,409-96.4% |