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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 | $209,840-73.0% | $189,517-70.1% | $167,497-66.2% |
| Participation rate | 69.2% | 88.7%-19.4pp | 87.8%-18.6pp | 82.1%-12.9pp |
| Annual return | 8.87% | 748.35%-739.5pp | 555.19%-546.3pp | 478.62%-469.8pp |
| Employer contribution / active EE | $1,920 | $6,914-72.2% | $6,162-68.8% | $4,838-60.3% |
| Participant deferral / active EE | $3,323 | $8,935-62.8% | $8,221-59.6% | $6,341-47.6% |
| Admin fee / account holder | $5,967 | $14,294-58.3% | $12,045-50.5% | $12,310-51.5% |