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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 | $18,977 | $57,330-66.9% | $86,656-78.1% | $75,177-74.8% |
| Participation rate | 33.3% | 63.2%-29.9pp | 71.7%-38.4pp | 67.2%-33.9pp |
| Annual return | 11.78% | 2675.40%-2663.6pp | 593.09%-581.3pp | 160.75%-149.0pp |
| Employer contribution / active EE | $417 | $2,316-82.0% | $3,025-86.2% | $2,671-84.4% |
| Participant deferral / active EE | $627 | $3,320-81.1% | $4,439-85.9% | $4,126-84.8% |
| Admin fee / account holder | $501 | $4,115-87.8% | $5,619-91.1% | $5,651-91.1% |