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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 | $3,151 | $72,071-95.6% | $68,368-95.4% | $137,256-97.7% |
| Participation rate | 62.5% | 76.2%-13.7pp | 73.8%-11.3pp | 80.0%-17.5pp |
| Annual return | 8.57% | 353.14%-344.6pp | 292.57%-284.0pp | 220.34%-211.8pp |
| Employer contribution / active EE | $0 | $2,788-100.0% | $2,649-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $386 | $4,410-91.2% | $4,123-90.6% | $6,407-94.0% |
| Admin fee / account holder | $553 | $5,336-89.6% | $5,150-89.3% | $12,270-95.5% |