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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 | $89,873 | $174,379-48.5% | $152,093-40.9% | $138,895-35.3% |
| Participation rate | 57.9% | 81.6%-23.7pp | 77.8%-19.9pp | 79.9%-22.0pp |
| Annual return | 8.23% | 74.86%-66.6pp | 66.36%-58.1pp | 145.39%-137.2pp |
| Employer contribution / active EE | $6,178 | $4,652+32.8% | $4,175+48.0% | $4,194+47.3% |
| Participant deferral / active EE | $1,477 | $6,159-76.0% | $5,451-72.9% | $6,396-76.9% |
| Admin fee / account holder | $1,648 | $16,880-90.2% | $14,497-88.6% | $12,562-86.9% |