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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 | $51,361 | $166,131-69.1% | $164,975-68.9% | $145,877-64.8% |
| Participation rate | 37.5% | 82.0%-44.5pp | 78.6%-41.1pp | 80.3%-42.8pp |
| Annual return | 4.34% | 100.37%-96.0pp | 70.12%-65.8pp | 551.28%-546.9pp |
| Employer contribution / active EE | $1,133 | $5,276-78.5% | $4,343-73.9% | $4,663-75.7% |
| Participant deferral / active EE | $1,909 | $6,962-72.6% | $6,033-68.4% | $6,691-71.5% |
| Admin fee / account holder | $826 | $16,648-95.0% | $12,688-93.5% | $13,402-93.8% |