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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 | $35,891 | $54,558-34.2% | $76,002-52.8% | $74,546-51.9% |
| Participation rate | 9.5% | 60.3%-50.8pp | 69.1%-59.6pp | 67.2%-57.7pp |
| Annual return | 9.16% | 31.83%-22.7pp | 360.07%-350.9pp | 1366.03%-1356.9pp |
| Employer contribution / active EE | $0 | $1,778-100.0% | $2,688-100.0% | $2,624-100.0% |
| Participant deferral / active EE | $292 | $3,065-90.5% | $4,257-93.1% | $4,347-93.3% |
| Admin fee / account holder | $2,396 | $2,232+7.3% | $6,414-62.6% | $1,944+23.3% |