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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 | $109,257 | $202,342-46.0% | $172,752-36.8% | $152,897-28.5% |
| Participation rate | 41.7% | 87.1%-45.4pp | 82.6%-41.0pp | 82.5%-40.8pp |
| Annual return | 10.53% | 1029.83%-1019.3pp | 802.97%-792.4pp | 345.43%-334.9pp |
| Employer contribution / active EE | $2,676 | $5,858-54.3% | $5,144-48.0% | $4,764-43.8% |
| Participant deferral / active EE | $1,957 | $5,948-67.1% | $5,198-62.4% | $5,851-66.6% |
| Admin fee / account holder | $473 | $17,111-97.2% | $13,955-96.6% | $11,599-95.9% |