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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 | $7,150 | $72,403-90.1% | $67,524-89.4% | $145,978-95.1% |
| Participation rate | 60.0% | 76.9%-16.9pp | 72.9%-12.9pp | 80.3%-20.3pp |
| Annual return | 3.09% | 7197.23%-7194.1pp | 3519.41%-3516.3pp | 550.52%-547.4pp |
| Employer contribution / active EE | $372 | $3,072-87.9% | $2,734-86.4% | $4,662-92.0% |
| Participant deferral / active EE | $758 | $4,782-84.2% | $4,001-81.1% | $6,690-88.7% |
| Admin fee / account holder | $394 | $5,541-92.9% | $4,001-90.1% | $13,400-97.1% |