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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 | $28,407 | $165,361-82.8% | $149,715-81.0% | $158,950-82.1% |
| Participation rate | 62.5% | 84.6%-22.1pp | 82.5%-20.0pp | 82.0%-19.5pp |
| Annual return | 5.93% | 348.24%-342.3pp | 276.66%-270.7pp | 302.91%-297.0pp |
| Employer contribution / active EE | $2,152 | $5,103-57.8% | $4,645-53.7% | $4,762-54.8% |
| Participant deferral / active EE | $1,753 | $7,182-75.6% | $6,842-74.4% | $5,983-70.7% |
| Admin fee / account holder | $368 | $10,808-96.6% | $9,310-96.0% | $11,248-96.7% |