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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 | $61,630 | $63,346-2.7% | $92,240-33.2% | $70,126-12.1% |
| Participation rate | 11.3% | 68.7%-57.4pp | 76.5%-65.2pp | 69.5%-58.2pp |
| Annual return | 11.65% | 530.19%-518.5pp | 176.29%-164.6pp | 73.15%-61.5pp |
| Employer contribution / active EE | $0 | $2,471-100.0% | $3,680-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $307 | $2,854-89.3% | $3,897-92.1% | $3,332-90.8% |
| Admin fee / account holder | $723 | $3,841-81.2% | $5,194-86.1% | $4,645-84.4% |