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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 | $93,708 | $202,345-53.7% | $172,755-45.8% | $152,885-38.7% |
| Participation rate | 61.5% | 87.1%-25.5pp | 82.6%-21.1pp | 82.5%-20.9pp |
| Annual return | 8.12% | 1029.77%-1021.7pp | 802.94%-794.8pp | 345.39%-337.3pp |
| Employer contribution / active EE | $4,692 | $5,858-19.9% | $5,144-8.8% | $4,763-1.5% |
| Participant deferral / active EE | $0 | $5,948-100.0% | $5,198-100.0% | $5,851-100.0% |
| Admin fee / account holder | $2,465 | $17,111-85.6% | $13,955-82.3% | $11,598-78.7% |