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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 | $18,188 | $160,040-88.6% | $147,096-87.6% | $145,877-87.5% |
| Participation rate | 60.0% | 84.0%-24.0pp | 82.2%-22.2pp | 80.3%-20.3pp |
| Annual return | 4.54% | 98.49%-94.0pp | 419.75%-415.2pp | 551.28%-546.7pp |
| Employer contribution / active EE | $1,415 | $5,289-73.2% | $4,936-71.3% | $4,663-69.6% |
| Participant deferral / active EE | $2,545 | $8,429-69.8% | $8,071-68.5% | $6,691-62.0% |
| Admin fee / account holder | $4,365 | $15,050-71.0% | $13,005-66.4% | $13,402-67.4% |