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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 | $16,859 | $154,228-89.1% | $145,433-88.4% | $137,256-87.7% |
| Participation rate | 57.1% | 83.8%-26.6pp | 82.1%-25.0pp | 80.0%-22.8pp |
| Annual return | 11.49% | 74.59%-63.1pp | 66.58%-55.1pp | 220.34%-208.9pp |
| Employer contribution / active EE | $1,008 | $4,804-79.0% | $4,554-77.9% | $4,156-75.7% |
| Participant deferral / active EE | $1,762 | $8,216-78.6% | $7,897-77.7% | $6,407-72.5% |
| Admin fee / account holder | $4,152 | $14,344-71.1% | $13,129-68.4% | $12,270-66.2% |