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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 | $32,570 | $68,394-52.4% | $94,672-65.6% | $75,177-56.7% |
| Participation rate | 47.7% | 76.1%-28.3pp | 80.8%-33.1pp | 67.2%-19.5pp |
| Annual return | 11.67% | 616.92%-605.2pp | 156.89%-145.2pp | 160.75%-149.1pp |
| Employer contribution / active EE | $0 | $2,701-100.0% | $3,673-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,666 | $6,536-74.5% | $7,417-77.5% | $4,126-59.6% |
| Admin fee / account holder | $7,668 | $5,326+44.0% | $7,222+6.2% | $5,651+35.7% |