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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 | $248,847 | $112,915+120.4% | $90,965+173.6% | $158,950+56.6% |
| Participation rate | 58.3% | 74.7%-16.4pp | 69.0%-10.7pp | 82.0%-23.6pp |
| Annual return | 3.81% | 215.75%-211.9pp | 134.57%-130.8pp | 302.91%-299.1pp |
| Employer contribution / active EE | $646 | $2,894-77.7% | $2,122-69.6% | $4,762-86.4% |
| Participant deferral / active EE | $820 | $4,128-80.1% | $3,373-75.7% | $5,983-86.3% |
| Admin fee / account holder | $19,300 | $8,044+139.9% | $5,960+223.8% | $11,248+71.6% |