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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 | $225,209 | $156,398+44.0% | $147,318+52.9% | $138,895+62.1% |
| Participation rate | 60.0% | 83.8%-23.8pp | 82.1%-22.1pp | 79.9%-19.9pp |
| Annual return | 11.87% | 78.75%-66.9pp | 70.43%-58.6pp | 145.39%-133.5pp |
| Employer contribution / active EE | $1,173 | $4,853-75.8% | $4,593-74.5% | $4,194-72.0% |
| Participant deferral / active EE | $1,586 | $8,237-80.7% | $7,906-79.9% | $6,396-75.2% |
| Admin fee / account holder | $17,164 | $14,976+14.6% | $13,708+25.2% | $12,562+36.6% |