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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 | $23,008 | $68,097-66.2% | $62,929-63.4% | $137,256-83.2% |
| Participation rate | 33.3% | 77.4%-44.1pp | 73.1%-39.8pp | 80.0%-46.6pp |
| Annual return | 3.51% | 1859.11%-1855.6pp | 1063.93%-1060.4pp | 220.34%-216.8pp |
| Employer contribution / active EE | $667 | $2,811-76.3% | $2,505-73.4% | $4,156-84.0% |
| Participant deferral / active EE | $667 | $4,553-85.4% | $3,888-82.9% | $6,407-89.6% |
| Admin fee / account holder | $2,323 | $6,521-64.4% | $5,065-54.1% | $12,270-81.1% |