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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 | $58,194 | $171,867-66.1% | $149,721-61.1% | $147,586-60.6% |
| Participation rate | 57.1% | 88.2%-31.0pp | 87.1%-29.9pp | 82.8%-25.7pp |
| Annual return | 5.59% | 2113.36%-2107.8pp | 1501.67%-1496.1pp | 578.59%-573.0pp |
| Employer contribution / active EE | $1,778 | $6,275-71.7% | $5,444-67.3% | $4,876-63.5% |
| Participant deferral / active EE | $2,451 | $7,270-66.3% | $6,568-62.7% | $5,439-54.9% |
| Admin fee / account holder | $444 | $13,799-96.8% | $11,282-96.1% | $10,886-95.9% |