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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 | $33,351 | $80,748-58.7% | $102,383-67.4% | $74,429-55.2% |
| Participation rate | 2.4% | 65.7%-63.3pp | 74.5%-72.1pp | 67.2%-64.8pp |
| Annual return | 11.03% | 27.57%-16.5pp | 24.94%-13.9pp | 1368.38%-1357.4pp |
| Employer contribution / active EE | $0 | $3,159-100.0% | $3,870-100.0% | $2,625-100.0% |
| Participant deferral / active EE | $95 | $3,861-97.6% | $5,060-98.1% | $4,348-97.8% |
| Admin fee / account holder | $2,193 | $2,371-7.5% | $8,391-73.9% | $1,944+12.8% |