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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 | $204,203 | $154,228+32.4% | $145,433+40.4% | $137,256+48.8% |
| Participation rate | 38.5% | 83.8%-45.3pp | 82.1%-43.7pp | 80.0%-41.5pp |
| Annual return | 11.65% | 74.59%-62.9pp | 66.58%-54.9pp | 220.34%-208.7pp |
| Employer contribution / active EE | $2,571 | $4,804-46.5% | $4,554-43.6% | $4,156-38.1% |
| Participant deferral / active EE | $1,971 | $8,216-76.0% | $7,897-75.0% | $6,407-69.2% |
| Admin fee / account holder | $8,849 | $14,344-38.3% | $13,129-32.6% | $12,270-27.9% |