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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 | $30,028 | $69,774-57.0% | $67,575-55.6% | $74,459-59.7% |
| Participation rate | 31.5% | 71.4%-39.9pp | 72.9%-41.5pp | 67.2%-35.8pp |
| Annual return | 8.90% | -40.53%+49.4pp | 3528.98%-3520.1pp | 1369.70%-1360.8pp |
| Employer contribution / active EE | $713 | $2,710-73.7% | $2,736-73.9% | $2,626-72.8% |
| Participant deferral / active EE | $891 | $3,636-75.5% | $4,003-77.8% | $4,350-79.5% |
| Admin fee / account holder | $2,943 | $890+230.8% | $3,993-26.3% | $1,945+51.3% |