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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 | $54,674-34.4% | $76,089-52.8% | $74,429-51.8% |
| Participation rate | 9.5% | 60.3%-50.8pp | 69.1%-59.6pp | 67.2%-57.7pp |
| Annual return | 9.16% | 31.89%-22.7pp | 360.94%-351.8pp | 1368.38%-1359.2pp |
| Employer contribution / active EE | $0 | $1,781-100.0% | $2,690-100.0% | $2,625-100.0% |
| Participant deferral / active EE | $292 | $3,071-90.5% | $4,259-93.1% | $4,348-93.3% |
| Admin fee / account holder | $2,396 | $2,238+7.1% | $6,418-62.7% | $1,944+23.2% |