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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 | $54,674-65.8% | $76,089-75.4% | $74,429-74.8% |
| Participation rate | 7.6% | 60.3%-52.7pp | 69.1%-61.5pp | 67.2%-59.6pp |
| Annual return | 10.62% | 31.89%-21.3pp | 360.94%-350.3pp | 1368.38%-1357.8pp |
| Employer contribution / active EE | $0 | $1,781-100.0% | $2,690-100.0% | $2,625-100.0% |
| Participant deferral / active EE | $265 | $3,071-91.4% | $4,259-93.8% | $4,348-93.9% |
| Admin fee / account holder | $4,490 | $2,238+100.6% | $6,418-30.0% | $1,944+130.9% |