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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 | $30,299 | $109,863-72.4% | $98,477-69.2% | $167,518-81.9% |
| Participation rate | 38.1% | 75.8%-37.7pp | 73.3%-35.2pp | 82.1%-44.0pp |
| Annual return | 7.52% | 1958.09%-1950.6pp | 1493.59%-1486.1pp | 478.71%-471.2pp |
| Employer contribution / active EE | $360 | $3,225-88.8% | $2,961-87.8% | $4,838-92.6% |
| Participant deferral / active EE | $493 | $4,673-89.5% | $4,276-88.5% | $6,342-92.2% |
| Admin fee / account holder | $884 | $6,755-86.9% | $5,951-85.1% | $12,312-92.8% |