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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 | $42,308 | $111,535-62.1% | $105,223-59.8% | $137,256-69.2% |
| Participation rate | 39.1% | 78.1%-39.0pp | 75.0%-35.9pp | 80.0%-40.8pp |
| Annual return | 10.71% | 237.85%-227.1pp | 180.65%-169.9pp | 220.34%-209.6pp |
| Employer contribution / active EE | $1,836 | $3,939-53.4% | $3,689-50.2% | $4,156-55.8% |
| Participant deferral / active EE | $0 | $5,500-100.0% | $5,072-100.0% | $6,407-100.0% |
| Admin fee / account holder | $1,719 | $9,721-82.3% | $8,859-80.6% | $12,270-86.0% |