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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 | $7,235 | $100,139-92.8% | $85,187-91.5% | $145,884-95.0% |
| Participation rate | 13.6% | 74.1%-60.5pp | 67.5%-53.9pp | 80.3%-66.7pp |
| Annual return | 4.22% | 84.15%-79.9pp | 66.67%-62.4pp | 551.85%-547.6pp |
| Employer contribution / active EE | $0 | $3,238-100.0% | $2,732-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $490 | $5,296-90.7% | $4,525-89.2% | $6,690-92.7% |
| Admin fee / account holder | $928 | $7,262-87.2% | $6,162-84.9% | $13,392-93.1% |