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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 | $32,937 | $156,398-78.9% | $147,318-77.6% | $138,895-76.3% |
| Participation rate | 50.0% | 83.8%-33.8pp | 82.1%-32.1pp | 79.9%-29.9pp |
| Annual return | 11.64% | 78.75%-67.1pp | 70.43%-58.8pp | 145.39%-133.8pp |
| Employer contribution / active EE | $1,426 | $4,853-70.6% | $4,593-69.0% | $4,194-66.0% |
| Participant deferral / active EE | $2,353 | $8,237-71.4% | $7,906-70.2% | $6,396-63.2% |
| Admin fee / account holder | $1,670 | $14,976-88.8% | $13,708-87.8% | $12,562-86.7% |