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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 | $57,254 | $80,674-29.0% | $119,126-51.9% | $64,340-11.0% |
| Participation rate | 31.3% | 55.2%-24.0pp | 75.8%-44.5pp | 55.2%-24.0pp |
| Annual return | 11.41% | 26.86%-15.5pp | 282.11%-270.7pp | 24.14%-12.7pp |
| Employer contribution / active EE | $0 | $2,564-100.0% | $4,034-100.0% | $1,862-100.0% |
| Participant deferral / active EE | $795 | $3,053-74.0% | $5,318-85.0% | $2,980-73.3% |
| Admin fee / account holder | $842 | $4,559-81.5% | $10,693-92.1% | $3,703-77.2% |