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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 | $25,929 | $102,422-74.7% | $147,117-82.4% | $80,959-68.0% |
| Participation rate | 10.6% | 75.9%-65.2pp | 82.2%-71.5pp | 67.7%-57.0pp |
| Annual return | 7.23% | 135.16%-127.9pp | 420.54%-413.3pp | 35.67%-28.4pp |
| Employer contribution / active EE | $0 | $3,717-100.0% | $4,932-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,364 | $6,652-79.5% | $8,065-83.1% | $4,300-68.3% |
| Admin fee / account holder | $13,477 | $7,953+69.5% | $12,993+3.7% | $6,925+94.6% |