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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 | $32,368 | $55,437-41.6% | $155,534-79.2% | $74,459-56.5% |
| Participation rate | 18.6% | 61.9%-43.3pp | 78.2%-59.6pp | 67.2%-48.6pp |
| Annual return | 10.30% | 269.58%-259.3pp | 64.92%-54.6pp | 1369.70%-1359.4pp |
| Employer contribution / active EE | $0 | $2,266-100.0% | $4,675-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $519 | $2,837-81.7% | $5,630-90.8% | $4,350-88.1% |
| Admin fee / account holder | $1,695 | $1,742-2.7% | $15,900-89.3% | $1,945-12.8% |