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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 | $105,956 | $165,361-35.9% | $149,715-29.2% | $158,950-33.3% |
| Participation rate | 66.7% | 84.6%-17.9pp | 82.5%-15.8pp | 82.0%-15.3pp |
| Annual return | 7.84% | 348.24%-340.4pp | 276.66%-268.8pp | 302.91%-295.1pp |
| Employer contribution / active EE | $1,473 | $5,103-71.1% | $4,645-68.3% | $4,762-69.1% |
| Participant deferral / active EE | $600 | $7,182-91.6% | $6,842-91.2% | $5,983-90.0% |
| Admin fee / account holder | $31,984 | $10,808+195.9% | $9,310+243.6% | $11,248+184.3% |