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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 | $31,834 | $85,766-62.9% | $136,298-76.6% | $70,126-54.6% |
| Participation rate | 15.3% | 74.2%-58.9pp | 81.9%-66.7pp | 69.5%-54.3pp |
| Annual return | 7.46% | 31.46%-24.0pp | 5156.27%-5148.8pp | 73.15%-65.7pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,696-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,233 | $5,051-75.6% | $6,247-80.3% | $3,332-63.0% |
| Admin fee / account holder | $8,813 | $5,421+62.6% | $9,244-4.7% | $4,645+89.7% |