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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 | $129,999 | $166,242-21.8% | $165,071-21.2% | $145,884-10.9% |
| Participation rate | 33.3% | 82.0%-48.7pp | 78.6%-45.3pp | 80.3%-47.0pp |
| Annual return | 6.61% | 100.44%-93.8pp | 70.17%-63.6pp | 551.85%-545.2pp |
| Employer contribution / active EE | $1,333 | $5,283-74.8% | $4,347-69.3% | $4,662-71.4% |
| Participant deferral / active EE | $1,667 | $6,964-76.1% | $6,035-72.4% | $6,690-75.1% |
| Admin fee / account holder | $5,018 | $16,658-69.9% | $12,695-60.5% | $13,392-62.5% |