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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 | $168,019 | $125,190+34.2% | $105,624+59.1% | $145,897+15.2% |
| Participation rate | 60.0% | 77.6%-17.6pp | 75.3%-15.3pp | 80.3%-20.3pp |
| Annual return | 1.67% | 225.22%-223.5pp | 116.20%-114.5pp | 552.29%-550.6pp |
| Employer contribution / active EE | $19,438 | $3,720+422.5% | $3,168+513.6% | $4,663+316.9% |
| Participant deferral / active EE | $1,139 | $5,716-80.1% | $5,013-77.3% | $6,689-83.0% |
| Admin fee / account holder | $2,752 | $17,138-83.9% | $10,961-74.9% | $13,390-79.5% |