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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 | $50,282 | $202,342-75.2% | $172,753-70.9% | $152,909-67.1% |
| Participation rate | 54.2% | 87.1%-32.9pp | 82.6%-28.5pp | 82.5%-28.3pp |
| Annual return | 10.52% | 1029.88%-1019.4pp | 803.00%-792.5pp | 345.46%-334.9pp |
| Employer contribution / active EE | $1,370 | $5,857-76.6% | $5,144-73.4% | $4,764-71.2% |
| Participant deferral / active EE | $1,244 | $5,948-79.1% | $5,198-76.1% | $5,851-78.7% |
| Admin fee / account holder | $4,835 | $17,112-71.7% | $13,956-65.4% | $11,601-58.3% |