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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 | $82,131 | $79,209+3.7% | $102,434-19.8% | $74,459+10.3% |
| Participation rate | 27.4% | 74.8%-47.4pp | 76.5%-49.2pp | 67.2%-39.9pp |
| Annual return | 10.58% | 54.98%-44.4pp | 29.46%-18.9pp | 1369.70%-1359.1pp |
| Employer contribution / active EE | $0 | $2,362-100.0% | $3,023-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $1,215 | $4,417-72.5% | $5,055-76.0% | $4,350-72.1% |
| Admin fee / account holder | $1,835 | $2,002-8.3% | $9,462-80.6% | $1,945-5.6% |