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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 | $56,961 | $111,830-49.1% | $93,696-39.2% | $145,884-61.0% |
| Participation rate | 8.7% | 74.2%-65.5pp | 68.7%-60.0pp | 80.3%-71.6pp |
| Annual return | 6.32% | 204.08%-197.8pp | 133.74%-127.4pp | 551.85%-545.5pp |
| Employer contribution / active EE | $0 | $3,093-100.0% | $2,422-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $571 | $4,920-88.4% | $4,417-87.1% | $6,690-91.5% |
| Admin fee / account holder | $15,366 | $10,249+49.9% | $8,287+85.4% | $13,392+14.7% |