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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 | $41,266 | $58,312-29.2% | $86,656-52.4% | $71,529-42.3% |
| Participation rate | 22.6% | 65.0%-42.4pp | 71.7%-49.1pp | 67.9%-45.3pp |
| Annual return | 13.51% | 24.08%-10.6pp | 593.09%-579.6pp | 28.97%-15.5pp |
| Employer contribution / active EE | $0 | $2,576-100.0% | $3,025-100.0% | $2,590-100.0% |
| Participant deferral / active EE | $913 | $3,439-73.5% | $4,439-79.4% | $4,291-78.7% |
| Admin fee / account holder | $13,707 | $1,057+1196.8% | $5,619+143.9% | $1,588+762.9% |