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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 | $39,109 | $202,342-80.7% | $172,753-77.4% | $152,909-74.4% |
| Participation rate | 35.3% | 87.1%-51.8pp | 82.6%-47.4pp | 82.5%-47.2pp |
| Annual return | 12.29% | 1029.88%-1017.6pp | 803.00%-790.7pp | 345.46%-333.2pp |
| Employer contribution / active EE | $0 | $5,857-100.0% | $5,144-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $1,362 | $5,948-77.1% | $5,198-73.8% | $5,851-76.7% |
| Admin fee / account holder | $1,302 | $17,112-92.4% | $13,956-90.7% | $11,601-88.8% |