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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 | $35,791 | $85,766-58.3% | $136,298-73.7% | $70,126-49.0% |
| Participation rate | 54.0% | 74.2%-20.1pp | 81.9%-27.9pp | 69.5%-15.5pp |
| Annual return | 11.04% | 31.46%-20.4pp | 5156.27%-5145.2pp | 73.15%-62.1pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,696-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,609 | $5,051-68.2% | $6,247-74.2% | $3,332-51.7% |
| Admin fee / account holder | $349 | $5,421-93.6% | $9,244-96.2% | $4,645-92.5% |