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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 | $44,077 | $102,422-57.0% | $147,117-70.0% | $80,959-45.6% |
| Participation rate | 7.5% | 75.9%-68.4pp | 82.2%-74.7pp | 67.7%-60.2pp |
| Annual return | 11.01% | 135.16%-124.1pp | 420.54%-409.5pp | 35.67%-24.7pp |
| Employer contribution / active EE | $0 | $3,717-100.0% | $4,932-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,030 | $6,652-84.5% | $8,065-87.2% | $4,300-76.0% |
| Admin fee / account holder | $633 | $7,953-92.0% | $12,993-95.1% | $6,925-90.9% |