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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 | $198,453 | $156,398+26.9% | $147,318+34.7% | $138,895+42.9% |
| Participation rate | 69.2% | 83.8%-14.5pp | 82.1%-12.8pp | 79.9%-10.7pp |
| Annual return | 11.79% | 78.75%-67.0pp | 70.43%-58.6pp | 145.39%-133.6pp |
| Employer contribution / active EE | $1,465 | $4,853-69.8% | $4,593-68.1% | $4,194-65.1% |
| Participant deferral / active EE | $2,017 | $8,237-75.5% | $7,906-74.5% | $6,396-68.5% |
| Admin fee / account holder | $7,307 | $14,976-51.2% | $13,708-46.7% | $12,562-41.8% |