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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 | $37,981 | $79,223-52.1% | $102,460-62.9% | $74,478-49.0% |
| Participation rate | 19.5% | 74.8%-55.3pp | 76.5%-57.0pp | 67.2%-47.7pp |
| Annual return | 10.52% | 54.98%-44.5pp | 29.47%-18.9pp | 1370.56%-1360.0pp |
| Employer contribution / active EE | $0 | $2,363-100.0% | $3,025-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $1,029 | $4,417-76.7% | $5,056-79.6% | $4,350-76.3% |
| Admin fee / account holder | $1,194 | $2,003-40.4% | $9,460-87.4% | $1,946-38.6% |