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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 | $94,212 | $175,257-46.2% | $149,717-37.1% | $139,456-32.4% |
| Participation rate | 50.0% | 83.4%-33.4pp | 78.8%-28.8pp | 80.3%-30.3pp |
| Annual return | 2.98% | 166.70%-163.7pp | 134.41%-131.4pp | 373.45%-370.5pp |
| Employer contribution / active EE | $6,250 | $5,477+14.1% | $4,820+29.7% | $4,753+31.5% |
| Participant deferral / active EE | $1,250 | $6,521-80.8% | $5,682-78.0% | $6,711-81.4% |
| Admin fee / account holder | $8,583 | $16,156-46.9% | $13,213-35.0% | $11,407-24.8% |