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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 | $108,045 | $162,136-33.4% | $152,301-29.1% | $154,746-30.2% |
| Participation rate | 35.7% | 84.1%-48.4pp | 82.4%-46.7pp | 80.7%-45.0pp |
| Annual return | 10.54% | 91.02%-80.5pp | 80.50%-70.0pp | 172.34%-161.8pp |
| Employer contribution / active EE | $1,603 | $4,890-67.2% | $4,624-65.3% | $4,379-63.4% |
| Participant deferral / active EE | $2,608 | $8,341-68.7% | $8,004-67.4% | $6,730-61.3% |
| Admin fee / account holder | $1,189 | $15,759-92.5% | $14,398-91.7% | $14,365-91.7% |