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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 | $42,087 | $107,941-61.0% | $91,994-54.3% | $152,897-72.5% |
| Participation rate | 18.8% | 81.2%-62.4pp | 78.6%-59.9pp | 82.5%-63.7pp |
| Annual return | 4.70% | 89.28%-84.6pp | 69.04%-64.3pp | 345.43%-340.7pp |
| Employer contribution / active EE | $0 | $4,212-100.0% | $3,453-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $1,350 | $6,366-78.8% | $5,924-77.2% | $5,851-76.9% |
| Admin fee / account holder | $5,469 | $10,521-48.0% | $7,744-29.4% | $11,599-52.8% |