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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 | $7,765 | $109,967-92.9% | $97,197-92.0% | $145,877-94.7% |
| Participation rate | 20.0% | 76.0%-56.0pp | 72.7%-52.7pp | 80.3%-60.3pp |
| Annual return | 6.75% | 244.27%-237.5pp | 75.47%-68.7pp | 551.28%-544.5pp |
| Employer contribution / active EE | $503 | $3,077-83.7% | $2,723-81.5% | $4,663-89.2% |
| Participant deferral / active EE | $623 | $4,676-86.7% | $4,263-85.4% | $6,691-90.7% |
| Admin fee / account holder | $1,545 | $6,199-75.1% | $5,637-72.6% | $13,402-88.5% |