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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 | $40,534 | $176,105-77.0% | $159,474-74.6% | $167,536-75.8% |
| Participation rate | 25.0% | 85.0%-60.0pp | 82.8%-57.8pp | 82.1%-57.1pp |
| Annual return | 8.89% | 331.91%-323.0pp | 263.68%-254.8pp | 478.82%-469.9pp |
| Employer contribution / active EE | $1,833 | $5,299-65.4% | $4,831-62.1% | $4,839-62.1% |
| Participant deferral / active EE | $2,291 | $7,751-70.4% | $7,353-68.8% | $6,342-63.9% |
| Admin fee / account holder | $2,929 | $12,559-76.7% | $10,802-72.9% | $12,315-76.2% |