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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 | $22,105 | $49,897-55.7% | $80,648-72.6% | $75,177-70.6% |
| Participation rate | 10.6% | 55.3%-44.7pp | 67.0%-56.4pp | 67.2%-56.6pp |
| Annual return | 7.76% | 34.68%-26.9pp | 937.21%-929.5pp | 160.75%-153.0pp |
| Employer contribution / active EE | $336 | $1,699-80.2% | $2,724-87.7% | $2,671-87.4% |
| Participant deferral / active EE | $459 | $2,992-84.6% | $4,443-89.7% | $4,126-88.9% |
| Admin fee / account holder | $1,960 | $3,579-45.2% | $5,382-63.6% | $5,651-65.3% |