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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 | $22,179 | $156,398-85.8% | $147,318-84.9% | $138,895-84.0% |
| Participation rate | 62.5% | 83.8%-21.3pp | 82.1%-19.6pp | 79.9%-17.4pp |
| Annual return | 11.52% | 78.75%-67.2pp | 70.43%-58.9pp | 145.39%-133.9pp |
| Employer contribution / active EE | $1,039 | $4,853-78.6% | $4,593-77.4% | $4,194-75.2% |
| Participant deferral / active EE | $1,096 | $8,237-86.7% | $7,906-86.1% | $6,396-82.9% |
| Admin fee / account holder | $1,104 | $14,976-92.6% | $13,708-91.9% | $12,562-91.2% |