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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 | $58,241-32.6% | $81,780-52.0% | $80,911-51.5% |
| Participation rate | 6.7% | 63.4%-56.8pp | 72.4%-65.7pp | 67.6%-61.0pp |
| Annual return | 9.30% | 41.73%-32.4pp | 776.27%-767.0pp | 35.63%-26.3pp |
| Employer contribution / active EE | $0 | $2,343-100.0% | $2,914-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $380 | $3,283-88.4% | $4,321-91.2% | $4,297-91.2% |
| Admin fee / account holder | $4,915 | $4,973-1.2% | $7,384-33.4% | $6,935-29.1% |