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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 | $57,468 | $148,623-61.3% | $135,974-57.7% | $139,466-58.8% |
| Participation rate | 33.3% | 83.9%-50.5pp | 81.9%-48.6pp | 80.3%-47.0pp |
| Annual return | 11.96% | 79.30%-67.3pp | 68.30%-56.3pp | 373.66%-361.7pp |
| Employer contribution / active EE | $1,382 | $5,246-73.7% | $4,859-71.5% | $4,754-70.9% |
| Participant deferral / active EE | $1,659 | $8,103-79.5% | $7,760-78.6% | $6,712-75.3% |
| Admin fee / account holder | $1,452 | $12,406-88.3% | $10,767-86.5% | $11,409-87.3% |