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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 | $138,681 | $79,209+75.1% | $102,434+35.4% | $74,459+86.3% |
| Participation rate | 7.8% | 74.8%-67.0pp | 76.5%-68.7pp | 67.2%-59.4pp |
| Annual return | 8.23% | 54.98%-46.8pp | 29.46%-21.2pp | 1369.70%-1361.5pp |
| Employer contribution / active EE | $0 | $2,362-100.0% | $3,023-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $647 | $4,417-85.3% | $5,055-87.2% | $4,350-85.1% |
| Admin fee / account holder | $1,787 | $2,002-10.7% | $9,462-81.1% | $1,945-8.1% |