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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 | $102,411 | $108,897-6.0% | $100,378+2.0% | $145,877-29.8% |
| Participation rate | 57.1% | 83.0%-25.8pp | 81.5%-24.4pp | 80.3%-23.2pp |
| Annual return | 8.72% | 58.17%-49.4pp | 49.41%-40.7pp | 551.28%-542.6pp |
| Employer contribution / active EE | $0 | $4,420-100.0% | $3,942-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $297 | $8,455-96.5% | $8,087-96.3% | $6,691-95.6% |
| Admin fee / account holder | $9,883 | $9,690+2.0% | $7,899+25.1% | $13,402-26.3% |