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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 | $35,962 | $77,920-53.8% | $149,723-76.0% | $75,177-52.2% |
| Participation rate | 12.5% | 65.6%-53.1pp | 78.8%-66.3pp | 67.2%-54.7pp |
| Annual return | 9.47% | 31.72%-22.3pp | 134.50%-125.0pp | 160.75%-151.3pp |
| Employer contribution / active EE | $0 | $3,138-100.0% | $4,821-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $214 | $3,411-93.7% | $5,682-96.2% | $4,126-94.8% |
| Admin fee / account holder | $3,055 | $5,951-48.7% | $13,215-76.9% | $5,651-45.9% |