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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 | $62,913 | $51,638+21.8% | $68,368-8.0% | $82,448-23.7% |
| Participation rate | 30.0% | 63.6%-33.6pp | 73.8%-43.8pp | 68.1%-38.1pp |
| Annual return | 5.01% | 37.53%-32.5pp | 292.57%-287.6pp | 41.64%-36.6pp |
| Employer contribution / active EE | $0 | $2,047-100.0% | $2,649-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $324 | $2,914-88.9% | $4,123-92.1% | $4,139-92.2% |
| Admin fee / account holder | $323 | $4,643-93.0% | $5,150-93.7% | $7,234-95.5% |