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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 | $65,858 | $102,385-35.7% | $147,080-55.2% | $80,935-18.6% |
| Participation rate | 25.8% | 75.9%-50.1pp | 82.2%-56.4pp | 67.7%-41.9pp |
| Annual return | 5.23% | 135.09%-129.9pp | 420.17%-414.9pp | 35.66%-30.4pp |
| Employer contribution / active EE | $0 | $3,717-100.0% | $4,933-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $2,027 | $6,651-69.5% | $8,066-74.9% | $4,299-52.9% |
| Admin fee / account holder | $5,466 | $7,951-31.3% | $12,989-57.9% | $6,924-21.1% |