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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% | $155,574-53.8% | $145,877-50.7% |
| Participation rate | 27.3% | 82.7%-55.4pp | 78.2%-50.9pp | 80.3%-53.0pp |
| Annual return | 5.90% | 61.37%-55.5pp | 64.87%-59.0pp | 551.28%-545.4pp |
| Employer contribution / active EE | $1,051 | $5,317-80.2% | $4,676-77.5% | $4,663-77.5% |
| Participant deferral / active EE | $1,818 | $6,466-71.9% | $5,629-67.7% | $6,691-72.8% |
| Admin fee / account holder | $7,081 | $19,316-63.3% | $15,914-55.5% | $13,402-47.2% |