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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 | $63,174 | $90,530-30.2% | $76,030-16.9% | $145,897-56.7% |
| Participation rate | 62.5% | 74.4%-11.9pp | 69.1%-6.6pp | 80.3%-17.8pp |
| Annual return | 4.91% | 625.08%-620.2pp | 361.54%-356.6pp | 552.29%-547.4pp |
| Employer contribution / active EE | $1,210 | $3,319-63.5% | $2,688-55.0% | $4,663-74.0% |
| Participant deferral / active EE | $841 | $5,164-83.7% | $4,257-80.3% | $6,689-87.4% |
| Admin fee / account holder | $1,012 | $8,383-87.9% | $6,421-84.2% | $13,390-92.4% |