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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 | $53,291 | $132,634-59.8% | $115,768-54.0% | $137,256-61.2% |
| Participation rate | 55.6% | 77.9%-22.3pp | 74.4%-18.8pp | 80.0%-24.4pp |
| Annual return | 7.57% | 160.70%-153.1pp | 100.46%-92.9pp | 220.34%-212.8pp |
| Employer contribution / active EE | $0 | $3,360-100.0% | $2,940-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $689 | $5,619-87.7% | $4,917-86.0% | $6,407-89.2% |
| Admin fee / account holder | $5,871 | $15,028-60.9% | $12,439-52.8% | $12,270-52.2% |