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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 | $122,247 | $160,040-23.6% | $147,096-16.9% | $145,877-16.2% |
| Participation rate | 60.0% | 84.0%-24.0pp | 82.2%-22.2pp | 80.3%-20.3pp |
| Annual return | 7.43% | 98.49%-91.1pp | 419.75%-412.3pp | 551.28%-543.9pp |
| Employer contribution / active EE | $1,107 | $5,289-79.1% | $4,936-77.6% | $4,663-76.3% |
| Participant deferral / active EE | $1,860 | $8,429-77.9% | $8,071-77.0% | $6,691-72.2% |
| Admin fee / account holder | $271,196 | $15,050+1702.0% | $13,005+1985.3% | $13,402+1923.5% |