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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 | $60,321 | $160,040-62.3% | $147,096-59.0% | $145,877-58.6% |
| Participation rate | 66.7% | 84.0%-17.4pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 8.30% | 98.49%-90.2pp | 419.75%-411.4pp | 551.28%-543.0pp |
| Employer contribution / active EE | $1,150 | $5,289-78.3% | $4,936-76.7% | $4,663-75.3% |
| Participant deferral / active EE | $2,268 | $8,429-73.1% | $8,071-71.9% | $6,691-66.1% |
| Admin fee / account holder | $9,178 | $15,050-39.0% | $13,005-29.4% | $13,402-31.5% |