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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 | $38,987 | $85,766-54.5% | $136,297-71.4% | $70,124-44.4% |
| Participation rate | 16.3% | 74.2%-57.8pp | 81.9%-65.6pp | 69.5%-53.2pp |
| Annual return | 14.06% | 31.45%-17.4pp | 5156.19%-5142.1pp | 73.14%-59.1pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,696-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $856 | $5,051-83.1% | $6,247-86.3% | $3,332-74.3% |
| Admin fee / account holder | $881 | $5,420-83.7% | $9,244-90.5% | $4,645-81.0% |