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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 | $35,788 | $81,208-55.9% | $98,920-63.8% | $79,856-55.2% |
| Participation rate | 56.3% | 72.5%-16.2pp | 76.0%-19.7pp | 69.6%-13.3pp |
| Annual return | 10.01% | 60.99%-51.0pp | 196.47%-186.5pp | 31.71%-21.7pp |
| Employer contribution / active EE | $0 | $1,960-100.0% | $2,689-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $987 | $3,265-69.8% | $4,245-76.7% | $3,741-73.6% |
| Admin fee / account holder | $12,254 | $6,013+103.8% | $6,643+84.5% | $5,306+130.9% |