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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 | $119,431 | $124,346-4.0% | $111,308+7.3% | $167,536-28.7% |
| Participation rate | 22.2% | 79.6%-57.4pp | 77.3%-55.1pp | 82.1%-59.9pp |
| Annual return | 3.91% | 37.45%-33.5pp | 54.67%-50.8pp | 478.82%-474.9pp |
| Employer contribution / active EE | $951 | $3,437-72.3% | $2,732-65.2% | $4,839-80.3% |
| Participant deferral / active EE | $951 | $5,182-81.6% | $4,487-78.8% | $6,342-85.0% |
| Admin fee / account holder | $387 | $10,621-96.4% | $7,965-95.1% | $12,315-96.9% |