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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 | $23,879 | $85,766-72.2% | $136,298-82.5% | $70,126-65.9% |
| Participation rate | 41.7% | 74.2%-32.5pp | 81.9%-40.3pp | 69.5%-27.9pp |
| Annual return | 13.71% | 31.46%-17.7pp | 5156.27%-5142.6pp | 73.15%-59.4pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,696-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,991 | $5,051-60.6% | $6,247-68.1% | $3,332-40.2% |
| Admin fee / account holder | $1,751 | $5,421-67.7% | $9,244-81.1% | $4,645-62.3% |