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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 | $71,477 | $88,702-19.4% | $81,780-12.6% | $145,978-51.0% |
| Participation rate | 60.0% | 75.0%-15.0pp | 72.4%-12.4pp | 80.3%-20.3pp |
| Annual return | 7.25% | 1029.12%-1021.9pp | 776.27%-769.0pp | 550.52%-543.3pp |
| Employer contribution / active EE | $4,634 | $3,084+50.2% | $2,914+59.0% | $4,662-0.6% |
| Participant deferral / active EE | $0 | $4,645-100.0% | $4,321-100.0% | $6,690-100.0% |
| Admin fee / account holder | $23,868 | $8,414+183.7% | $7,384+223.2% | $13,400+78.1% |