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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 | $71,930 | $183,592-60.8% | $155,567-53.8% | $145,959-50.7% |
| Participation rate | 27.3% | 82.7%-55.4pp | 78.2%-50.9pp | 80.3%-53.0pp |
| Annual return | 5.90% | 61.24%-55.3pp | 64.74%-58.8pp | 561.95%-556.1pp |
| Employer contribution / active EE | $1,051 | $5,315-80.2% | $4,674-77.5% | $4,661-77.5% |
| Participant deferral / active EE | $1,818 | $6,464-71.9% | $5,628-67.7% | $6,689-72.8% |
| Admin fee / account holder | $7,081 | $19,318-63.3% | $15,916-55.5% | $13,398-47.1% |