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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 | $40,135 | $115,814-65.3% | $101,275-60.4% | $158,982-74.8% |
| Participation rate | 50.0% | 79.4%-29.4pp | 75.8%-25.8pp | 82.0%-32.0pp |
| Annual return | 7.15% | 56.16%-49.0pp | 46.48%-39.3pp | 302.99%-295.8pp |
| Employer contribution / active EE | $13,237 | $4,176+217.0% | $3,660+261.7% | $4,763+177.9% |
| Participant deferral / active EE | $541 | $4,958-89.1% | $4,371-87.6% | $5,983-91.0% |
| Admin fee / account holder | $3,719 | $7,249-48.7% | $5,948-37.5% | $11,252-66.9% |