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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 | $56,577 | $209,888-73.0% | $189,545-70.2% | $167,553-66.2% |
| Participation rate | 69.2% | 88.7%-19.4pp | 87.8%-18.6pp | 82.1%-12.9pp |
| Annual return | 8.87% | 748.66%-739.8pp | 555.36%-546.5pp | 478.89%-470.0pp |
| Employer contribution / active EE | $1,920 | $6,915-72.2% | $6,162-68.8% | $4,840-60.3% |
| Participant deferral / active EE | $3,323 | $8,934-62.8% | $8,220-59.6% | $6,343-47.6% |
| Admin fee / account holder | $5,967 | $14,300-58.3% | $12,049-50.5% | $12,316-51.6% |