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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 | $58,241-82.7% | $81,780-87.7% | $80,911-87.6% |
| Participation rate | 59.1% | 63.4%-4.4pp | 72.4%-13.3pp | 67.6%-8.6pp |
| Annual return | 9.76% | 41.73%-32.0pp | 776.27%-766.5pp | 35.63%-25.9pp |
| Employer contribution / active EE | $1,474 | $2,343-37.1% | $2,914-49.4% | $2,756-46.5% |
| Participant deferral / active EE | $0 | $3,283-100.0% | $4,321-100.0% | $4,297-100.0% |
| Admin fee / account holder | $931 | $4,973-81.3% | $7,384-87.4% | $6,935-86.6% |