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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 | $21,600 | $77,157-72.0% | $108,405-80.1% | $85,847-74.8% |
| Participation rate | 66.7% | 74.7%-8.0pp | 80.1%-13.5pp | 69.3%-2.7pp |
| Annual return | 4.42% | 44.55%-40.1pp | 905.55%-901.1pp | 318.61%-314.2pp |
| Employer contribution / active EE | $767 | $2,379-67.7% | $3,559-78.4% | $2,565-70.1% |
| Participant deferral / active EE | $1,084 | $5,567-80.5% | $6,563-83.5% | $3,952-72.6% |
| Admin fee / account holder | $1,692 | $5,174-67.3% | $7,297-76.8% | $6,261-73.0% |