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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 | $40,403 | $152,592-73.5% | $125,180-67.7% | $152,885-73.6% |
| Participation rate | 42.1% | 83.3%-41.2pp | 79.8%-37.7pp | 82.5%-40.3pp |
| Annual return | 3.70% | 54.84%-51.1pp | 43.79%-40.1pp | 345.39%-341.7pp |
| Employer contribution / active EE | $1,054 | $4,947-78.7% | $3,866-72.7% | $4,763-77.9% |
| Participant deferral / active EE | $1,421 | $5,868-75.8% | $4,937-71.2% | $5,851-75.7% |
| Admin fee / account holder | $538 | $13,435-96.0% | $9,703-94.5% | $11,598-95.4% |