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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 | $26,193 | $63,342-58.6% | $92,236-71.6% | $70,131-62.7% |
| Participation rate | 59.6% | 68.7%-9.1pp | 76.5%-16.9pp | 69.5%-10.0pp |
| Annual return | 9.78% | 530.15%-520.4pp | 176.29%-166.5pp | 73.14%-63.4pp |
| Employer contribution / active EE | $0 | $2,471-100.0% | $3,679-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $848 | $2,854-70.3% | $3,897-78.2% | $3,332-74.5% |
| Admin fee / account holder | $7,780 | $3,840+102.6% | $5,194+49.8% | $4,645+67.5% |