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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 | $34,644 | $78,607-55.9% | $105,624-67.2% | $74,478-53.5% |
| Participation rate | 11.6% | 72.8%-61.2pp | 75.3%-63.6pp | 67.2%-55.6pp |
| Annual return | 10.85% | 15.96%-5.1pp | 116.20%-105.4pp | 1370.56%-1359.7pp |
| Employer contribution / active EE | $0 | $2,523-100.0% | $3,168-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $1,003 | $4,325-76.8% | $5,013-80.0% | $4,350-76.9% |
| Admin fee / account holder | $1,599 | $2,220-27.9% | $10,961-85.4% | $1,946-17.8% |