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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 | $29,784 | $169,161-82.4% | $129,295-77.0% | $145,959-79.6% |
| Participation rate | 68.4% | 76.5%-8.0pp | 69.6%-1.2pp | 80.3%-11.9pp |
| Annual return | 5.35% | 14348.07%-14342.7pp | 9429.28%-9423.9pp | 561.95%-556.6pp |
| Employer contribution / active EE | $560 | $5,543-89.9% | $4,157-86.5% | $4,661-88.0% |
| Participant deferral / active EE | $0 | $4,989-100.0% | $4,169-100.0% | $6,689-100.0% |
| Admin fee / account holder | $391 | $9,878-96.0% | $7,665-94.9% | $13,398-97.1% |