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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 | $60,055 | $91,559-34.4% | $133,971-55.2% | $79,852-24.8% |
| Participation rate | 66.0% | 73.3%-7.4pp | 79.8%-13.9pp | 69.6%-3.7pp |
| Annual return | 5.90% | 61.85%-56.0pp | 45.09%-39.2pp | 31.72%-25.8pp |
| Employer contribution / active EE | $597 | $2,384-75.0% | $3,919-84.8% | $2,471-75.8% |
| Participant deferral / active EE | $1,578 | $3,734-57.7% | $5,047-68.7% | $3,740-57.8% |
| Admin fee / account holder | $5,618 | $6,321-11.1% | $8,929-37.1% | $5,306+5.9% |