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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 | $9,248 | $49,891-81.5% | $80,607-88.5% | $75,181-87.7% |
| Participation rate | 24.0% | 55.3%-31.3pp | 67.0%-43.0pp | 67.2%-43.2pp |
| Annual return | 13.20% | 34.67%-21.5pp | 936.11%-922.9pp | 160.69%-147.5pp |
| Employer contribution / active EE | $276 | $1,698-83.8% | $2,724-89.9% | $2,671-89.7% |
| Participant deferral / active EE | $533 | $2,991-82.2% | $4,448-88.0% | $4,126-87.1% |
| Admin fee / account holder | $539 | $3,578-84.9% | $5,379-90.0% | $5,650-90.5% |