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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 | $102,996 | $209,422-50.8% | $178,503-42.3% | $158,982-35.2% |
| Participation rate | 66.7% | 86.4%-19.7pp | 81.9%-15.3pp | 82.0%-15.3pp |
| Annual return | 3.46% | 188.81%-185.3pp | 151.12%-147.7pp | 302.99%-299.5pp |
| Employer contribution / active EE | $1,230 | $5,707-78.4% | $5,011-75.5% | $4,763-74.2% |
| Participant deferral / active EE | $1,981 | $5,955-66.7% | $5,202-61.9% | $5,983-66.9% |
| Admin fee / account holder | $524 | $17,079-96.9% | $13,987-96.3% | $11,252-95.3% |