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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 | $71,357 | $79,089-9.8% | $100,392-28.9% | $74,459-4.2% |
| Participation rate | 33.3% | 79.4%-46.1pp | 81.5%-48.2pp | 67.2%-33.9pp |
| Annual return | 12.54% | 20.61%-8.1pp | 49.45%-36.9pp | 1369.70%-1357.2pp |
| Employer contribution / active EE | $0 | $3,015-100.0% | $3,941-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $2,613 | $7,747-66.3% | $8,090-67.7% | $4,350-39.9% |
| Admin fee / account holder | $5,119 | $1,336+283.1% | $7,904-35.2% | $1,945+163.2% |