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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 | $39,230 | $58,258-32.7% | $81,820-52.1% | $80,925-51.5% |
| Participation rate | 6.7% | 63.5%-56.8pp | 72.4%-65.7pp | 67.7%-61.0pp |
| Annual return | 9.30% | 41.76%-32.5pp | 777.93%-768.6pp | 35.65%-26.3pp |
| Employer contribution / active EE | $0 | $2,345-100.0% | $2,915-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $380 | $3,284-88.4% | $4,323-91.2% | $4,299-91.2% |
| Admin fee / account holder | $4,915 | $4,976-1.2% | $7,391-33.5% | $6,940-29.2% |