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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 | $61,141 | $162,821-62.4% | $133,978-54.4% | $158,982-61.5% |
| Participation rate | 58.3% | 83.2%-24.9pp | 79.8%-21.5pp | 82.0%-23.6pp |
| Annual return | 5.03% | 41.95%-36.9pp | 45.10%-40.1pp | 302.99%-298.0pp |
| Employer contribution / active EE | $969 | $4,976-80.5% | $3,919-75.3% | $4,763-79.7% |
| Participant deferral / active EE | $1,371 | $5,910-76.8% | $5,047-72.8% | $5,983-77.1% |
| Admin fee / account holder | $3,856 | $11,742-67.2% | $8,930-56.8% | $11,252-65.7% |