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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 | $17,001 | $55,446-69.3% | $155,574-89.1% | $74,429-77.2% |
| Participation rate | 24.8% | 61.9%-37.1pp | 78.2%-53.5pp | 67.2%-42.5pp |
| Annual return | 9.80% | 269.20%-259.4pp | 64.87%-55.1pp | 1368.38%-1358.6pp |
| Employer contribution / active EE | $490 | $2,266-78.4% | $4,676-89.5% | $2,625-81.3% |
| Participant deferral / active EE | $786 | $2,836-72.3% | $5,629-86.0% | $4,348-81.9% |
| Admin fee / account holder | $1,857 | $1,743+6.5% | $15,914-88.3% | $1,944-4.5% |