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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 | $75,598 | $99,875-24.3% | $146,866-48.5% | $86,983-13.1% |
| Participation rate | 13.0% | 75.8%-62.8pp | 82.5%-69.5pp | 69.5%-56.5pp |
| Annual return | 10.18% | 28.10%-17.9pp | 102.85%-92.7pp | 25.83%-15.6pp |
| Employer contribution / active EE | $0 | $3,224-100.0% | $4,425-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $440 | $6,322-93.0% | $7,759-94.3% | $4,194-89.5% |
| Admin fee / account holder | $883 | $7,838-88.7% | $13,620-93.5% | $7,856-88.8% |