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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 | $62,317 | $60,128+3.6% | $90,440-31.1% | $79,852-22.0% |
| Participation rate | 19.5% | 65.0%-45.5pp | 72.7%-53.2pp | 69.6%-50.1pp |
| Annual return | 10.31% | 71.95%-61.6pp | 1294.38%-1284.1pp | 31.72%-21.4pp |
| Employer contribution / active EE | $281 | $2,068-86.4% | $3,263-91.4% | $2,471-88.6% |
| Participant deferral / active EE | $738 | $2,939-74.9% | $3,964-81.4% | $3,740-80.3% |
| Admin fee / account holder | $318 | $3,977-92.0% | $5,615-94.3% | $5,306-94.0% |