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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 | $169,336-82.4% | $129,384-77.0% | $145,884-79.6% |
| Participation rate | 68.4% | 76.5%-8.1pp | 69.6%-1.2pp | 80.3%-11.9pp |
| Annual return | 5.35% | 14408.70%-14403.4pp | 9461.77%-9456.4pp | 551.85%-546.5pp |
| Employer contribution / active EE | $560 | $5,540-89.9% | $4,153-86.5% | $4,662-88.0% |
| Participant deferral / active EE | $0 | $4,985-100.0% | $4,166-100.0% | $6,690-100.0% |
| Admin fee / account holder | $391 | $9,912-96.1% | $7,686-94.9% | $13,392-97.1% |