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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 | $25,739 | $176,120-85.4% | $159,487-83.9% | $167,553-84.6% |
| Participation rate | 25.0% | 85.0%-60.0pp | 82.8%-57.8pp | 82.1%-57.1pp |
| Annual return | 9.81% | 331.95%-322.1pp | 263.71%-253.9pp | 478.89%-469.1pp |
| Employer contribution / active EE | $0 | $5,299-100.0% | $4,831-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $819 | $7,752-89.4% | $7,354-88.9% | $6,343-87.1% |
| Admin fee / account holder | $17,496 | $12,561+39.3% | $10,804+61.9% | $12,316+42.1% |