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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 | $34,121 | $123,859-72.5% | $69,632-51.0% | $145,897-76.6% |
| Participation rate | 31.6% | 69.2%-37.6pp | 66.4%-34.8pp | 80.3%-48.7pp |
| Annual return | 5.39% | 192.49%-187.1pp | 101.32%-95.9pp | 552.29%-546.9pp |
| Employer contribution / active EE | $0 | $2,673-100.0% | $1,708-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $385 | $4,242-90.9% | $2,889-86.7% | $6,689-94.2% |
| Admin fee / account holder | $1,656 | $7,817-78.8% | $4,695-64.7% | $13,390-87.6% |