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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 | $40,094 | $154,228-74.0% | $145,433-72.4% | $137,256-70.8% |
| Participation rate | 60.0% | 83.8%-23.8pp | 82.1%-22.1pp | 80.0%-20.0pp |
| Annual return | 11.86% | 74.59%-62.7pp | 66.58%-54.7pp | 220.34%-208.5pp |
| Employer contribution / active EE | $1,578 | $4,804-67.2% | $4,554-65.4% | $4,156-62.0% |
| Participant deferral / active EE | $2,143 | $8,216-73.9% | $7,897-72.9% | $6,407-66.6% |
| Admin fee / account holder | $656 | $14,344-95.4% | $13,129-95.0% | $12,270-94.7% |