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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 | $176,077-87.4% | $159,455-86.1% | $167,518-86.8% |
| Participation rate | 44.4% | 84.9%-40.5pp | 82.8%-38.4pp | 82.1%-37.7pp |
| Annual return | 9.13% | 331.83%-322.7pp | 263.63%-254.5pp | 478.71%-469.6pp |
| Employer contribution / active EE | $0 | $5,298-100.0% | $4,830-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $993 | $7,751-87.2% | $7,353-86.5% | $6,342-84.3% |
| Admin fee / account holder | $349 | $12,556-97.2% | $10,800-96.8% | $12,312-97.2% |