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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 | $42,174 | $160,040-73.6% | $147,096-71.3% | $145,877-71.1% |
| Participation rate | 66.7% | 84.0%-17.4pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 8.50% | 98.49%-90.0pp | 419.75%-411.2pp | 551.28%-542.8pp |
| Employer contribution / active EE | $1,435 | $5,289-72.9% | $4,936-70.9% | $4,663-69.2% |
| Participant deferral / active EE | $2,131 | $8,429-74.7% | $8,071-73.6% | $6,691-68.1% |
| Admin fee / account holder | $763 | $15,050-94.9% | $13,005-94.1% | $13,402-94.3% |