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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 | $45,732 | $68,398-33.1% | $94,664-51.7% | $75,173-39.2% |
| Participation rate | 15.6% | 76.1%-60.5pp | 80.8%-65.2pp | 67.2%-51.6pp |
| Annual return | 6.23% | 616.72%-610.5pp | 156.84%-150.6pp | 160.72%-154.5pp |
| Employer contribution / active EE | $0 | $2,701-100.0% | $3,673-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,687 | $6,537-74.2% | $7,417-77.3% | $4,126-59.1% |
| Admin fee / account holder | $2,680 | $5,324-49.7% | $7,222-62.9% | $5,651-52.6% |