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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 | $36,752 | $78,562-53.2% | $105,608-65.2% | $74,429-50.6% |
| Participation rate | 10.9% | 72.8%-61.9pp | 75.3%-64.4pp | 67.2%-56.3pp |
| Annual return | 9.49% | 15.94%-6.5pp | 116.50%-107.0pp | 1368.38%-1358.9pp |
| Employer contribution / active EE | $0 | $2,521-100.0% | $3,167-100.0% | $2,625-100.0% |
| Participant deferral / active EE | $594 | $4,321-86.2% | $5,010-88.1% | $4,348-86.3% |
| Admin fee / account holder | $1,881 | $2,217-15.1% | $11,028-82.9% | $1,944-3.3% |