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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 | $19,835 | $103,008-80.7% | $90,304-78.0% | $152,897-87.0% |
| Participation rate | 38.5% | 75.9%-37.4pp | 73.3%-34.8pp | 82.5%-44.0pp |
| Annual return | 4.08% | 95.22%-91.1pp | 78.13%-74.0pp | 345.43%-341.3pp |
| Employer contribution / active EE | $407 | $3,139-87.0% | $2,855-85.7% | $4,764-91.4% |
| Participant deferral / active EE | $407 | $4,281-90.5% | $3,885-89.5% | $5,851-93.0% |
| Admin fee / account holder | $347 | $6,175-94.4% | $5,354-93.5% | $11,599-97.0% |