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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 | $14,928 | $58,311-74.4% | $81,882-81.8% | $80,959-81.6% |
| Participation rate | 29.3% | 63.5%-34.2pp | 72.4%-43.1pp | 67.7%-38.4pp |
| Annual return | 8.34% | 41.85%-33.5pp | 779.47%-771.1pp | 35.67%-27.3pp |
| Employer contribution / active EE | $321 | $2,347-86.3% | $2,916-89.0% | $2,757-88.3% |
| Participant deferral / active EE | $458 | $3,287-86.1% | $4,323-89.4% | $4,300-89.4% |
| Admin fee / account holder | $2,741 | $4,752-42.3% | $7,360-62.8% | $6,925-60.4% |