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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 | $19,339 | $72,396-73.3% | $67,511-71.4% | $145,959-86.8% |
| Participation rate | 37.5% | 76.9%-39.4pp | 72.9%-35.4pp | 80.3%-42.8pp |
| Annual return | 8.22% | 7194.07%-7185.9pp | 3517.41%-3509.2pp | 561.95%-553.7pp |
| Employer contribution / active EE | $365 | $3,071-88.1% | $2,733-86.6% | $4,661-92.2% |
| Participant deferral / active EE | $506 | $4,781-89.4% | $4,000-87.3% | $6,689-92.4% |
| Admin fee / account holder | $1,710 | $5,538-69.1% | $3,999-57.2% | $13,398-87.2% |