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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 | $23,427 | $159,934-85.4% | $147,005-84.1% | $145,959-83.9% |
| Participation rate | 66.7% | 84.0%-17.3pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 2.40% | 98.24%-95.8pp | 418.76%-416.4pp | 561.95%-559.5pp |
| Employer contribution / active EE | $2,518 | $5,287-52.4% | $4,934-49.0% | $4,661-46.0% |
| Participant deferral / active EE | $2,451 | $8,427-70.9% | $8,070-69.6% | $6,689-63.3% |
| Admin fee / account holder | $1,765 | $15,053-88.3% | $13,006-86.4% | $13,398-86.8% |