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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 | $66,212 | $212,386-68.8% | $199,883-66.9% | $138,895-52.3% |
| Participation rate | 56.3% | 87.4%-31.1pp | 86.8%-30.5pp | 79.9%-23.7pp |
| Annual return | 11.04% | 47.75%-36.7pp | 43.81%-32.8pp | 145.39%-134.4pp |
| Employer contribution / active EE | $0 | $6,625-100.0% | $6,261-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $1,005 | $9,617-89.5% | $9,138-89.0% | $6,396-84.3% |
| Admin fee / account holder | $35,243 | $18,233+93.3% | $17,268+104.1% | $12,562+180.5% |