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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 | $22,143 | $63,346-65.0% | $92,240-76.0% | $70,126-68.4% |
| Participation rate | 40.4% | 68.7%-28.3pp | 76.5%-36.1pp | 69.5%-29.2pp |
| Annual return | 12.41% | 530.19%-517.8pp | 176.29%-163.9pp | 73.15%-60.7pp |
| Employer contribution / active EE | $0 | $2,471-100.0% | $3,680-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $963 | $2,854-66.3% | $3,897-75.3% | $3,332-71.1% |
| Admin fee / account holder | $448 | $3,841-88.3% | $5,194-91.4% | $4,645-90.4% |