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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 | $17,335 | $106,008-83.6% | $92,240-81.2% | $147,586-88.3% |
| Participation rate | 53.8% | 80.4%-26.6pp | 76.5%-22.6pp | 82.8%-29.0pp |
| Annual return | 6.39% | 50.05%-43.7pp | 176.29%-169.9pp | 578.59%-572.2pp |
| Employer contribution / active EE | $5,879 | $4,333+35.7% | $3,680+59.8% | $4,876+20.6% |
| Participant deferral / active EE | $100 | $4,478-97.8% | $3,897-97.4% | $5,439-98.2% |
| Admin fee / account holder | $982 | $6,333-84.5% | $5,194-81.1% | $10,886-91.0% |