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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 | $38,434 | $160,070-76.0% | $147,117-73.9% | $145,897-73.7% |
| Participation rate | 38.5% | 84.0%-45.6pp | 82.2%-43.7pp | 80.3%-41.8pp |
| Annual return | 7.66% | 98.69%-91.0pp | 420.54%-412.9pp | 552.29%-544.6pp |
| Employer contribution / active EE | $1,250 | $5,285-76.4% | $4,932-74.7% | $4,663-73.2% |
| Participant deferral / active EE | $2,126 | $8,419-74.7% | $8,065-73.6% | $6,689-68.2% |
| Admin fee / account holder | $15,801 | $15,035+5.1% | $12,993+21.6% | $13,390+18.0% |