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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 | $83,428 | $55,457+50.4% | $77,361+7.8% | $94,015-11.3% |
| Participation rate | 45.1% | 69.8%-24.7pp | 75.0%-29.8pp | 70.8%-25.7pp |
| Annual return | 7.68% | 15.57%-7.9pp | 1011.54%-1003.9pp | 17.84%-10.2pp |
| Employer contribution / active EE | $7,774 | $2,255+244.8% | $2,990+160.0% | $2,790+178.6% |
| Participant deferral / active EE | $981 | $3,069-68.0% | $3,911-74.9% | $4,249-76.9% |
| Admin fee / account holder | $1,173 | $4,334-72.9% | $5,894-80.1% | $8,951-86.9% |