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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 | $33,606 | $102,385-67.2% | $147,080-77.2% | $80,935-58.5% |
| Participation rate | 26.1% | 75.9%-49.8pp | 82.2%-56.1pp | 67.7%-41.6pp |
| Annual return | 4.54% | 135.09%-130.6pp | 420.17%-415.6pp | 35.66%-31.1pp |
| Employer contribution / active EE | $0 | $3,717-100.0% | $4,933-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $2,161 | $6,651-67.5% | $8,066-73.2% | $4,299-49.7% |
| Admin fee / account holder | $8,181 | $7,951+2.9% | $12,989-37.0% | $6,924+18.2% |