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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 | $51,951 | $79,223-34.4% | $102,460-49.3% | $74,478-30.2% |
| Participation rate | 14.4% | 74.8%-60.4pp | 76.5%-62.1pp | 67.2%-52.8pp |
| Annual return | 9.14% | 54.98%-45.8pp | 29.47%-20.3pp | 1370.56%-1361.4pp |
| Employer contribution / active EE | $0 | $2,363-100.0% | $3,025-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $1,036 | $4,417-76.5% | $5,056-79.5% | $4,350-76.2% |
| Admin fee / account holder | $3,222 | $2,003+60.9% | $9,460-65.9% | $1,946+65.6% |