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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 | $41,145 | $48,327-14.9% | $67,575-39.1% | $80,935-49.2% |
| Participation rate | 13.2% | 66.4%-53.3pp | 72.9%-59.8pp | 67.7%-54.5pp |
| Annual return | 9.97% | 18.31%-8.3pp | 3528.98%-3519.0pp | 35.66%-25.7pp |
| Employer contribution / active EE | $0 | $2,022-100.0% | $2,736-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $638 | $2,927-78.2% | $4,003-84.1% | $4,299-85.2% |
| Admin fee / account holder | $480 | $3,692-87.0% | $3,993-88.0% | $6,924-93.1% |