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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 | $26,013 | $175,259-85.2% | $149,723-82.6% | $139,487-81.4% |
| Participation rate | 33.3% | 83.4%-50.1pp | 78.8%-45.4pp | 80.3%-47.0pp |
| Annual return | 6.23% | 166.82%-160.6pp | 134.50%-128.3pp | 373.84%-367.6pp |
| Employer contribution / active EE | $9,635 | $5,478+75.9% | $4,821+99.8% | $4,755+102.6% |
| Participant deferral / active EE | $0 | $6,522-100.0% | $5,682-100.0% | $6,713-100.0% |
| Admin fee / account holder | $29,014 | $16,158+79.6% | $13,215+119.6% | $11,407+154.3% |