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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 | $47,548 | $27,243+74.5% | $52,425-9.3% | $79,634-40.3% |
| Participation rate | 3.4% | 22.4%-19.0pp | 55.6%-52.2pp | 62.5%-59.0pp |
| Annual return | 9.59% | 63.36%-53.8pp | 302.12%-292.5pp | 36.46%-26.9pp |
| Employer contribution / active EE | $0 | $319-100.0% | $914-100.0% | $2,529-100.0% |
| Participant deferral / active EE | $90 | $636-85.8% | $1,790-95.0% | $3,835-97.6% |
| Admin fee / account holder | $2,466 | $2,105+17.2% | $2,495-1.1% | $1,002+146.2% |