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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 | $17,784 | $57,305-69.0% | $86,640-79.5% | $75,173-76.3% |
| Participation rate | 56.0% | 63.2%-7.2pp | 71.7%-15.7pp | 67.2%-11.2pp |
| Annual return | 12.02% | 2674.24%-2662.2pp | 592.52%-580.5pp | 160.72%-148.7pp |
| Employer contribution / active EE | $621 | $2,316-73.2% | $3,024-79.5% | $2,671-76.7% |
| Participant deferral / active EE | $768 | $3,320-76.9% | $4,438-82.7% | $4,126-81.4% |
| Admin fee / account holder | $806 | $4,116-80.4% | $5,616-85.6% | $5,651-85.7% |