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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 | $116,580 | $150,447-22.5% | $136,298-14.5% | $147,586-21.0% |
| Participation rate | 52.9% | 84.4%-31.5pp | 81.9%-29.0pp | 82.8%-29.9pp |
| Annual return | 10.25% | 1049.15%-1038.9pp | 5156.27%-5146.0pp | 578.59%-568.3pp |
| Employer contribution / active EE | $5,665 | $5,256+7.8% | $4,696+20.7% | $4,876+16.2% |
| Participant deferral / active EE | $1,256 | $6,631-81.1% | $6,247-79.9% | $5,439-76.9% |
| Admin fee / account holder | $4,015 | $10,906-63.2% | $9,244-56.6% | $10,886-63.1% |