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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 | $29,926 | $85,766-65.1% | $136,298-78.0% | $70,126-57.3% |
| Participation rate | 23.3% | 74.2%-50.9pp | 81.9%-58.7pp | 69.5%-46.3pp |
| Annual return | 13.83% | 31.46%-17.6pp | 5156.27%-5142.4pp | 73.15%-59.3pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,696-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,584 | $5,051-68.6% | $6,247-74.6% | $3,332-52.5% |
| Admin fee / account holder | $2,738 | $5,421-49.5% | $9,244-70.4% | $4,645-41.1% |