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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 | $18,719 | $54,690-65.8% | $76,030-75.4% | $74,478-74.9% |
| Participation rate | 7.6% | 60.3%-52.7pp | 69.1%-61.4pp | 67.2%-59.6pp |
| Annual return | 10.62% | 31.92%-21.3pp | 361.54%-350.9pp | 1370.56%-1359.9pp |
| Employer contribution / active EE | $0 | $1,781-100.0% | $2,688-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $265 | $3,070-91.4% | $4,257-93.8% | $4,350-93.9% |
| Admin fee / account holder | $4,490 | $2,240+100.5% | $6,421-30.1% | $1,946+130.7% |