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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 | $42,171 | $160,028-73.6% | $147,080-71.3% | $145,884-71.1% |
| Participation rate | 46.7% | 84.0%-37.4pp | 82.2%-35.5pp | 80.3%-33.6pp |
| Annual return | 9.21% | 98.60%-89.4pp | 420.17%-411.0pp | 551.85%-542.6pp |
| Employer contribution / active EE | $1,131 | $5,286-78.6% | $4,933-77.1% | $4,662-75.8% |
| Participant deferral / active EE | $1,567 | $8,422-81.4% | $8,066-80.6% | $6,690-76.6% |
| Admin fee / account holder | $500 | $15,030-96.7% | $12,989-96.1% | $13,392-96.3% |