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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 | $79,349 | $102,385-22.5% | $147,080-46.1% | $80,935-2.0% |
| Participation rate | 37.8% | 75.9%-38.0pp | 82.2%-44.3pp | 67.7%-29.8pp |
| Annual return | 11.26% | 135.09%-123.8pp | 420.17%-408.9pp | 35.66%-24.4pp |
| Employer contribution / active EE | $0 | $3,717-100.0% | $4,933-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,668 | $6,651-74.9% | $8,066-79.3% | $4,299-61.2% |
| Admin fee / account holder | $1,380 | $7,951-82.6% | $12,989-89.4% | $6,924-80.1% |