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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 | $24,529 | $108,882-77.5% | $96,754-74.6% | $154,746-84.1% |
| Participation rate | 4.5% | 75.1%-70.5pp | 70.3%-65.7pp | 80.7%-76.2pp |
| Annual return | 8.62% | 98.39%-89.8pp | 82.04%-73.4pp | 172.34%-163.7pp |
| Employer contribution / active EE | $0 | $3,018-100.0% | $2,679-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $231 | $5,323-95.7% | $4,758-95.1% | $6,730-96.6% |
| Admin fee / account holder | $1,848 | $10,200-81.9% | $8,905-79.2% | $14,365-87.1% |