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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 | $14,609 | $55,437-73.6% | $155,534-90.6% | $74,459-80.4% |
| Participation rate | 32.6% | 61.9%-29.3pp | 78.2%-45.6pp | 67.2%-34.6pp |
| Annual return | 10.38% | 269.58%-259.2pp | 64.92%-54.5pp | 1369.70%-1359.3pp |
| Employer contribution / active EE | $525 | $2,266-76.8% | $4,675-88.8% | $2,626-80.0% |
| Participant deferral / active EE | $526 | $2,837-81.5% | $5,630-90.7% | $4,350-87.9% |
| Admin fee / account holder | $666 | $1,742-61.8% | $15,900-95.8% | $1,945-65.8% |