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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 | $46,857 | $160,040-70.7% | $147,096-68.1% | $145,877-67.9% |
| Participation rate | 63.6% | 84.0%-20.4pp | 82.2%-18.5pp | 80.3%-16.7pp |
| Annual return | 8.72% | 98.49%-89.8pp | 419.75%-411.0pp | 551.28%-542.6pp |
| Employer contribution / active EE | $1,542 | $5,289-70.8% | $4,936-68.8% | $4,663-66.9% |
| Participant deferral / active EE | $2,548 | $8,429-69.8% | $8,071-68.4% | $6,691-61.9% |
| Admin fee / account holder | $2,166 | $15,050-85.6% | $13,005-83.3% | $13,402-83.8% |