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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 | $38,746 | $88,778-56.4% | $81,844-52.7% | $145,884-73.4% |
| Participation rate | 36.4% | 75.1%-38.7pp | 72.4%-36.0pp | 80.3%-43.9pp |
| Annual return | 4.68% | 1033.03%-1028.4pp | 778.87%-774.2pp | 551.85%-547.2pp |
| Employer contribution / active EE | $379 | $3,087-87.7% | $2,916-87.0% | $4,662-91.9% |
| Participant deferral / active EE | $473 | $4,648-89.8% | $4,323-89.1% | $6,690-92.9% |
| Admin fee / account holder | $327 | $8,430-96.1% | $7,355-95.6% | $13,392-97.6% |