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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 | $10,817 | $90,691-88.1% | $76,119-85.8% | $145,884-92.6% |
| Participation rate | 33.3% | 74.5%-41.1pp | 69.1%-35.7pp | 80.3%-47.0pp |
| Annual return | 8.12% | 624.52%-616.4pp | 361.25%-353.1pp | 551.85%-543.7pp |
| Employer contribution / active EE | $854 | $3,329-74.3% | $2,693-68.3% | $4,662-81.7% |
| Participant deferral / active EE | $854 | $5,167-83.5% | $4,259-79.9% | $6,690-87.2% |
| Admin fee / account holder | $2,764 | $8,383-67.0% | $6,421-57.0% | $13,392-79.4% |