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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 | $110,093-92.9% | $97,295-92.0% | $145,897-94.7% |
| Participation rate | 20.0% | 75.9%-55.9pp | 72.7%-52.7pp | 80.3%-60.3pp |
| Annual return | 6.75% | 244.76%-238.0pp | 75.62%-68.9pp | 552.29%-545.5pp |
| Employer contribution / active EE | $503 | $3,077-83.7% | $2,723-81.5% | $4,663-89.2% |
| Participant deferral / active EE | $623 | $4,678-86.7% | $4,264-85.4% | $6,689-90.7% |
| Admin fee / account holder | $1,545 | $6,212-75.1% | $5,646-72.6% | $13,390-88.5% |