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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 | $10,052 | $58,275-82.8% | $81,844-87.7% | $80,935-87.6% |
| Participation rate | 59.1% | 63.5%-4.4pp | 72.4%-13.3pp | 67.7%-8.6pp |
| Annual return | 9.76% | 41.82%-32.1pp | 778.87%-769.1pp | 35.66%-25.9pp |
| Employer contribution / active EE | $1,474 | $2,346-37.2% | $2,916-49.5% | $2,757-46.5% |
| Participant deferral / active EE | $0 | $3,285-100.0% | $4,323-100.0% | $4,299-100.0% |
| Admin fee / account holder | $931 | $4,749-80.4% | $7,355-87.3% | $6,924-86.6% |