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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 | $40,655 | $165,399-75.4% | $149,745-72.9% | $158,982-74.4% |
| Participation rate | 69.2% | 84.6%-15.3pp | 82.5%-13.3pp | 82.0%-12.7pp |
| Annual return | 4.64% | 348.34%-343.7pp | 276.72%-272.1pp | 302.99%-298.3pp |
| Employer contribution / active EE | $1,548 | $5,105-69.7% | $4,646-66.7% | $4,763-67.5% |
| Participant deferral / active EE | $1,610 | $7,183-77.6% | $6,843-76.5% | $5,983-73.1% |
| Admin fee / account holder | $16,870 | $10,811+56.0% | $9,312+81.2% | $11,252+49.9% |