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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 | $42,548 | $148,623-71.4% | $135,974-68.7% | $139,466-69.5% |
| Participation rate | 14.3% | 83.9%-69.6pp | 81.9%-67.6pp | 80.3%-66.0pp |
| Annual return | 1.51% | 79.30%-77.8pp | 68.30%-66.8pp | 373.66%-372.2pp |
| Employer contribution / active EE | $0 | $5,246-100.0% | $4,859-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $2,321 | $8,103-71.4% | $7,760-70.1% | $6,712-65.4% |
| Admin fee / account holder | $5,542 | $12,406-55.3% | $10,767-48.5% | $11,409-51.4% |