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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 | $9,753 | $57,330-83.0% | $86,656-88.7% | $75,177-87.0% |
| Participation rate | 30.3% | 63.2%-32.9pp | 71.7%-41.4pp | 67.2%-36.9pp |
| Annual return | 12.51% | 2675.40%-2662.9pp | 593.09%-580.6pp | 160.75%-148.2pp |
| Employer contribution / active EE | $325 | $2,316-85.9% | $3,025-89.2% | $2,671-87.8% |
| Participant deferral / active EE | $767 | $3,320-76.9% | $4,439-82.7% | $4,126-81.4% |
| Admin fee / account holder | $931 | $4,115-77.4% | $5,619-83.4% | $5,651-83.5% |