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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 | $154,228-73.5% | $145,433-71.9% | $137,256-70.2% |
| Participation rate | 45.5% | 83.8%-38.3pp | 82.1%-36.7pp | 80.0%-34.5pp |
| Annual return | 11.27% | 74.59%-63.3pp | 66.58%-55.3pp | 220.34%-209.1pp |
| Employer contribution / active EE | $1,446 | $4,804-69.9% | $4,554-68.3% | $4,156-65.2% |
| Participant deferral / active EE | $2,296 | $8,216-72.1% | $7,897-70.9% | $6,407-64.2% |
| Admin fee / account holder | $1,147 | $14,344-92.0% | $13,129-91.3% | $12,270-90.7% |