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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 | $48,600 | $102,393-52.5% | $147,041-66.9% | $80,911-39.9% |
| Participation rate | 11.5% | 75.9%-64.3pp | 82.2%-70.6pp | 67.6%-56.1pp |
| Annual return | 10.79% | 134.95%-124.2pp | 419.21%-408.4pp | 35.63%-24.8pp |
| Employer contribution / active EE | $0 | $3,715-100.0% | $4,935-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,545 | $6,647-76.8% | $8,071-80.9% | $4,297-64.0% |
| Admin fee / account holder | $1,013 | $7,943-87.2% | $13,006-92.2% | $6,935-85.4% |