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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 | $75,014 | $49,976+50.1% | $66,674+12.5% | $82,637-9.2% |
| Participation rate | 2.1% | 63.1%-61.0pp | 73.7%-71.6pp | 68.1%-66.0pp |
| Annual return | 11.91% | 39.09%-27.2pp | 321.24%-309.3pp | 53.51%-41.6pp |
| Employer contribution / active EE | $0 | $1,988-100.0% | $2,620-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $85 | $2,847-97.0% | $4,084-97.9% | $4,126-97.9% |
| Admin fee / account holder | $301 | $4,594-93.4% | $5,098-94.1% | $7,339-95.9% |