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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 | $11,261 | $108,882-89.7% | $96,754-88.4% | $154,746-92.7% |
| Participation rate | 56.3% | 75.1%-18.8pp | 70.3%-14.0pp | 80.7%-24.5pp |
| Annual return | 3.45% | 98.39%-94.9pp | 82.04%-78.6pp | 172.34%-168.9pp |
| Employer contribution / active EE | $657 | $3,018-78.2% | $2,679-75.5% | $4,379-85.0% |
| Participant deferral / active EE | $342 | $5,323-93.6% | $4,758-92.8% | $6,730-94.9% |
| Admin fee / account holder | $309 | $10,200-97.0% | $8,905-96.5% | $14,365-97.8% |