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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 | $88,151 | $217,432-59.5% | $185,849-52.6% | $167,536-47.4% |
| Participation rate | 41.7% | 86.1%-44.4pp | 81.7%-40.0pp | 82.1%-40.4pp |
| Annual return | 7.04% | 148.42%-141.4pp | 122.10%-115.1pp | 478.82%-471.8pp |
| Employer contribution / active EE | $0 | $5,875-100.0% | $5,169-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $432 | $6,357-93.2% | $5,569-92.2% | $6,342-93.2% |
| Admin fee / account holder | $516 | $19,818-97.4% | $16,244-96.8% | $12,315-95.8% |