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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 | $52,267 | $183,516-71.5% | $155,534-66.4% | $145,884-64.2% |
| Participation rate | 40.0% | 82.7%-42.7pp | 78.2%-38.2pp | 80.3%-40.3pp |
| Annual return | 8.15% | 61.43%-53.3pp | 64.92%-56.8pp | 551.85%-543.7pp |
| Employer contribution / active EE | $1,940 | $5,315-63.5% | $4,675-58.5% | $4,662-58.4% |
| Participant deferral / active EE | $1,435 | $6,467-77.8% | $5,630-74.5% | $6,690-78.6% |
| Admin fee / account holder | $660 | $19,293-96.6% | $15,900-95.8% | $13,392-95.1% |