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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 | $35,304 | $70,366-49.8% | $66,674-47.0% | $138,895-74.6% |
| Participation rate | 60.0% | 76.2%-16.2pp | 73.7%-13.7pp | 79.9%-19.9pp |
| Annual return | 12.74% | 386.41%-373.7pp | 321.24%-308.5pp | 145.39%-132.7pp |
| Employer contribution / active EE | $1,101 | $2,765-60.2% | $2,620-58.0% | $4,194-73.8% |
| Participant deferral / active EE | $0 | $4,374-100.0% | $4,084-100.0% | $6,396-100.0% |
| Admin fee / account holder | $886 | $5,262-83.2% | $5,098-82.6% | $12,562-92.9% |