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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 | $5,064 | $70,121-92.8% | $63,803-92.1% | $138,895-96.4% |
| Participation rate | 52.4% | 77.2%-24.8pp | 72.7%-20.3pp | 79.9%-27.5pp |
| Annual return | 4.99% | 946.48%-941.5pp | 543.72%-538.7pp | 145.39%-140.4pp |
| Employer contribution / active EE | $0 | $2,882-100.0% | $2,532-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $171 | $4,535-96.2% | $3,843-95.6% | $6,396-97.3% |
| Admin fee / account holder | $633 | $6,738-90.6% | $5,196-87.8% | $12,562-95.0% |