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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 | $10,079 | $96,678-89.6% | $86,640-88.4% | $139,466-92.8% |
| Participation rate | 17.6% | 74.4%-56.8pp | 71.7%-54.1pp | 80.3%-62.7pp |
| Annual return | 10.19% | 106.69%-96.5pp | 592.52%-582.3pp | 373.66%-363.5pp |
| Employer contribution / active EE | $350 | $3,265-89.3% | $3,024-88.4% | $4,754-92.6% |
| Participant deferral / active EE | $494 | $4,837-89.8% | $4,438-88.9% | $6,712-92.6% |
| Admin fee / account holder | $2,132 | $6,410-66.7% | $5,616-62.0% | $11,409-81.3% |