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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 | $139,086 | $166,268-16.3% | $165,100-15.8% | $145,897-4.7% |
| Participation rate | 27.3% | 82.0%-54.7pp | 78.6%-51.4pp | 80.3%-53.0pp |
| Annual return | 8.25% | 100.52%-92.3pp | 70.21%-62.0pp | 552.29%-544.0pp |
| Employer contribution / active EE | $0 | $5,284-100.0% | $4,348-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $457 | $6,964-93.4% | $6,035-92.4% | $6,689-93.2% |
| Admin fee / account holder | $7,779 | $16,659-53.3% | $12,696-38.7% | $13,390-41.9% |