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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 | $9,447 | $100,139-90.6% | $85,187-88.9% | $145,884-93.5% |
| Participation rate | 60.0% | 74.1%-14.1pp | 67.5%-7.5pp | 80.3%-20.3pp |
| Annual return | 4.98% | 84.15%-79.2pp | 66.67%-61.7pp | 551.85%-546.9pp |
| Employer contribution / active EE | $437 | $3,238-86.5% | $2,732-84.0% | $4,662-90.6% |
| Participant deferral / active EE | $588 | $5,296-88.9% | $4,525-87.0% | $6,690-91.2% |
| Admin fee / account holder | $370 | $7,262-94.9% | $6,162-94.0% | $13,392-97.2% |