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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 | $14,873 | $100,203-85.2% | $85,240-82.6% | $145,897-89.8% |
| Participation rate | 21.1% | 74.1%-53.0pp | 67.5%-46.5pp | 80.3%-59.3pp |
| Annual return | 7.78% | 84.28%-76.5pp | 66.75%-59.0pp | 552.29%-544.5pp |
| Employer contribution / active EE | $0 | $3,242-100.0% | $2,735-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $729 | $5,299-86.2% | $4,527-83.9% | $6,689-89.1% |
| Admin fee / account holder | $8,435 | $7,265+16.1% | $6,165+36.8% | $13,390-37.0% |