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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 | $40,836 | $162,136-74.8% | $152,301-73.2% | $154,746-73.6% |
| Participation rate | 45.5% | 84.1%-38.7pp | 82.4%-37.0pp | 80.7%-35.2pp |
| Annual return | 11.27% | 91.02%-79.8pp | 80.50%-69.2pp | 172.34%-161.1pp |
| Employer contribution / active EE | $1,446 | $4,890-70.4% | $4,624-68.7% | $4,379-67.0% |
| Participant deferral / active EE | $2,296 | $8,341-72.5% | $8,004-71.3% | $6,730-65.9% |
| Admin fee / account holder | $1,147 | $15,759-92.7% | $14,398-92.0% | $14,365-92.0% |