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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 | $45,740 | $160,070-71.4% | $147,117-68.9% | $145,897-68.6% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.2%-32.2pp | 80.3%-30.3pp |
| Annual return | 8.50% | 98.69%-90.2pp | 420.54%-412.0pp | 552.29%-543.8pp |
| Employer contribution / active EE | $1,264 | $5,285-76.1% | $4,932-74.4% | $4,663-72.9% |
| Participant deferral / active EE | $1,761 | $8,419-79.1% | $8,065-78.2% | $6,689-73.7% |
| Admin fee / account holder | $7,623 | $15,035-49.3% | $12,993-41.3% | $13,390-43.1% |