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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 | $123,854-72.5% | $69,623-51.0% | $145,884-76.6% |
| Participation rate | 31.6% | 69.2%-37.6pp | 66.4%-34.9pp | 80.3%-48.7pp |
| Annual return | 5.39% | 192.35%-187.0pp | 101.23%-95.8pp | 551.85%-546.5pp |
| Employer contribution / active EE | $0 | $2,673-100.0% | $1,709-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $385 | $4,242-90.9% | $2,890-86.7% | $6,690-94.2% |
| Admin fee / account holder | $1,656 | $7,822-78.8% | $4,696-64.7% | $13,392-87.6% |