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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 | $29,265 | $88,672-67.0% | $105,223-72.2% | $82,448-64.5% |
| Participation rate | 6.5% | 67.9%-61.5pp | 75.0%-68.6pp | 68.1%-61.6pp |
| Annual return | 9.62% | 30.86%-21.2pp | 180.65%-171.0pp | 41.64%-32.0pp |
| Employer contribution / active EE | $0 | $3,048-100.0% | $3,689-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $551 | $4,036-86.4% | $5,072-89.1% | $4,139-86.7% |
| Admin fee / account holder | $754 | $7,146-89.4% | $8,859-91.5% | $7,234-89.6% |