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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 | $199,259 | $104,520+90.6% | $76,823+159.4% | $152,885+30.3% |
| Participation rate | 58.8% | 76.6%-17.8pp | 72.1%-13.3pp | 82.5%-23.6pp |
| Annual return | 1.11% | 1014.03%-1012.9pp | 1166.42%-1165.3pp | 345.39%-344.3pp |
| Employer contribution / active EE | $0 | $3,117-100.0% | $2,302-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $178 | $4,236-95.8% | $3,336-94.7% | $5,851-97.0% |
| Admin fee / account holder | $10,321 | $12,283-16.0% | $6,422+60.7% | $11,598-11.0% |