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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 | $16,280 | $109,872-85.2% | $98,483-83.5% | $167,536-90.3% |
| Participation rate | 20.0% | 75.8%-55.8pp | 73.3%-53.3pp | 82.1%-62.1pp |
| Annual return | 8.71% | 1959.31%-1950.6pp | 1494.38%-1485.7pp | 478.82%-470.1pp |
| Employer contribution / active EE | $240 | $3,225-92.6% | $2,961-91.9% | $4,839-95.1% |
| Participant deferral / active EE | $700 | $4,673-85.0% | $4,276-83.6% | $6,342-89.0% |
| Admin fee / account holder | $910 | $6,757-86.5% | $5,953-84.7% | $12,315-92.6% |