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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 | $56,636 | $154,228-63.3% | $145,433-61.1% | $137,256-58.7% |
| Participation rate | 23.8% | 83.8%-60.0pp | 82.1%-58.3pp | 80.0%-56.2pp |
| Annual return | 11.01% | 74.59%-63.6pp | 66.58%-55.6pp | 220.34%-209.3pp |
| Employer contribution / active EE | $0 | $4,804-100.0% | $4,554-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $824 | $8,216-90.0% | $7,897-89.6% | $6,407-87.1% |
| Admin fee / account holder | $16,690 | $14,344+16.4% | $13,129+27.1% | $12,270+36.0% |