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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 | $40,225 | $129,737-69.0% | $119,126-66.2% | $154,746-74.0% |
| Participation rate | 62.5% | 78.9%-16.4pp | 75.8%-13.3pp | 80.7%-18.2pp |
| Annual return | 5.27% | 379.08%-373.8pp | 282.11%-276.8pp | 172.34%-167.1pp |
| Employer contribution / active EE | $1,137 | $4,375-74.0% | $4,034-71.8% | $4,379-74.0% |
| Participant deferral / active EE | $1,325 | $5,842-77.3% | $5,318-75.1% | $6,730-80.3% |
| Admin fee / account holder | $50,357 | $11,961+321.0% | $10,693+370.9% | $14,365+250.5% |