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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 | $54,690-34.4% | $76,030-52.8% | $74,478-51.8% |
| Participation rate | 9.5% | 60.3%-50.8pp | 69.1%-59.5pp | 67.2%-57.7pp |
| Annual return | 9.16% | 31.92%-22.8pp | 361.54%-352.4pp | 1370.56%-1361.4pp |
| Employer contribution / active EE | $0 | $1,781-100.0% | $2,688-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $292 | $3,070-90.5% | $4,257-93.1% | $4,350-93.3% |
| Admin fee / account holder | $2,396 | $2,240+7.0% | $6,421-62.7% | $1,946+23.1% |