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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 | $27,329 | $58,241-53.1% | $81,780-66.6% | $80,911-66.2% |
| Participation rate | 24.6% | 63.4%-38.9pp | 72.4%-47.8pp | 67.6%-43.1pp |
| Annual return | 7.34% | 41.73%-34.4pp | 776.27%-768.9pp | 35.63%-28.3pp |
| Employer contribution / active EE | $0 | $2,343-100.0% | $2,914-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $629 | $3,283-80.9% | $4,321-85.5% | $4,297-85.4% |
| Admin fee / account holder | $2,470 | $4,973-50.3% | $7,384-66.5% | $6,935-64.4% |