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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 | $108,465 | $160,070-32.2% | $147,117-26.3% | $145,897-25.7% |
| Participation rate | 57.1% | 84.0%-26.9pp | 82.2%-25.0pp | 80.3%-23.2pp |
| Annual return | 7.17% | 98.69%-91.5pp | 420.54%-413.4pp | 552.29%-545.1pp |
| Employer contribution / active EE | $1,570 | $5,285-70.3% | $4,932-68.2% | $4,663-66.3% |
| Participant deferral / active EE | $2,343 | $8,419-72.2% | $8,065-70.9% | $6,689-65.0% |
| Admin fee / account holder | $1,830 | $15,035-87.8% | $12,993-85.9% | $13,390-86.3% |