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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 | $18,442 | $88,778-79.2% | $81,844-77.5% | $145,884-87.4% |
| Participation rate | 42.1% | 75.1%-33.0pp | 72.4%-30.3pp | 80.3%-38.2pp |
| Annual return | 9.28% | 1033.03%-1023.8pp | 778.87%-769.6pp | 551.85%-542.6pp |
| Employer contribution / active EE | $11,603 | $3,087+275.9% | $2,916+297.8% | $4,662+148.9% |
| Participant deferral / active EE | $174 | $4,648-96.3% | $4,323-96.0% | $6,690-97.4% |
| Admin fee / account holder | $614 | $8,430-92.7% | $7,355-91.7% | $13,392-95.4% |