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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 | $22,012 | $65,555-66.4% | $86,216-74.5% | $75,173-70.7% |
| Participation rate | 20.5% | 60.5%-40.0pp | 69.0%-48.5pp | 67.2%-46.7pp |
| Annual return | 9.51% | 46.07%-36.6pp | 1169.42%-1159.9pp | 160.72%-151.2pp |
| Employer contribution / active EE | $0 | $1,553-100.0% | $2,382-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $427 | $3,023-85.9% | $3,986-89.3% | $4,126-89.6% |
| Admin fee / account holder | $2,473 | $5,469-54.8% | $6,853-63.9% | $5,651-56.2% |