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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 | $29,487 | $58,258-49.4% | $81,820-64.0% | $80,925-63.6% |
| Participation rate | 20.0% | 63.5%-43.5pp | 72.4%-52.4pp | 67.7%-47.7pp |
| Annual return | 7.51% | 41.76%-34.3pp | 777.93%-770.4pp | 35.65%-28.1pp |
| Employer contribution / active EE | $0 | $2,345-100.0% | $2,915-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $465 | $3,284-85.8% | $4,323-89.2% | $4,299-89.2% |
| Admin fee / account holder | $527 | $4,976-89.4% | $7,391-92.9% | $6,940-92.4% |