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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 | $57,443 | $68,398-16.0% | $94,664-39.3% | $75,173-23.6% |
| Participation rate | 32.6% | 76.1%-43.5pp | 80.8%-48.2pp | 67.2%-34.6pp |
| Annual return | 14.12% | 616.72%-602.6pp | 156.84%-142.7pp | 160.72%-146.6pp |
| Employer contribution / active EE | $0 | $2,701-100.0% | $3,673-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $2,075 | $6,537-68.2% | $7,417-72.0% | $4,126-49.7% |
| Admin fee / account holder | $10,562 | $5,324+98.4% | $7,222+46.3% | $5,651+86.9% |