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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 | $67,156 | $160,070-58.0% | $147,117-54.4% | $145,897-54.0% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.2%-32.2pp | 80.3%-30.3pp |
| Annual return | 7.21% | 98.69%-91.5pp | 420.54%-413.3pp | 552.29%-545.1pp |
| Employer contribution / active EE | $7,158 | $5,285+35.4% | $4,932+45.1% | $4,663+53.5% |
| Participant deferral / active EE | $668 | $8,419-92.1% | $8,065-91.7% | $6,689-90.0% |
| Admin fee / account holder | $24,942 | $15,035+65.9% | $12,993+92.0% | $13,390+86.3% |