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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 | $40,617 | $185,312-78.1% | $161,489-74.8% | $154,746-73.8% |
| Participation rate | 42.9% | 82.5%-39.6pp | 78.7%-35.8pp | 80.7%-37.8pp |
| Annual return | 8.75% | 103.84%-95.1pp | 89.72%-81.0pp | 172.34%-163.6pp |
| Employer contribution / active EE | $1,035 | $4,769-78.3% | $4,268-75.8% | $4,379-76.4% |
| Participant deferral / active EE | $1,864 | $6,350-70.6% | $5,630-66.9% | $6,730-72.3% |
| Admin fee / account holder | $36,970 | $18,654+98.2% | $16,006+131.0% | $14,365+157.4% |