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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 | $165,351-75.4% | $149,710-72.8% | $158,931-74.4% |
| Participation rate | 69.2% | 84.6%-15.3pp | 82.5%-13.2pp | 82.0%-12.7pp |
| Annual return | 4.64% | 348.19%-343.5pp | 276.63%-272.0pp | 302.86%-298.2pp |
| Employer contribution / active EE | $1,548 | $5,103-69.7% | $4,645-66.7% | $4,761-67.5% |
| Participant deferral / active EE | $1,610 | $7,181-77.6% | $6,842-76.5% | $5,982-73.1% |
| Admin fee / account holder | $16,870 | $10,807+56.1% | $9,309+81.2% | $11,247+50.0% |