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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 | $50,051 | $78,425-36.2% | $95,956-47.8% | $79,858-37.3% |
| Participation rate | 24.1% | 73.5%-49.4pp | 77.1%-52.9pp | 69.6%-45.5pp |
| Annual return | 9.21% | 19.37%-10.2pp | 91.63%-82.4pp | 31.72%-22.5pp |
| Employer contribution / active EE | $0 | $1,945-100.0% | $2,541-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $69 | $3,440-98.0% | $4,167-98.3% | $3,740-98.2% |
| Admin fee / account holder | $1,953 | $5,622-65.3% | $6,797-71.3% | $5,306-63.2% |