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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 | $41,844 | $63,346-33.9% | $92,240-54.6% | $70,126-40.3% |
| Participation rate | 20.6% | 68.7%-48.0pp | 76.5%-55.8pp | 69.5%-48.9pp |
| Annual return | 11.11% | 530.19%-519.1pp | 176.29%-165.2pp | 73.15%-62.0pp |
| Employer contribution / active EE | $0 | $2,471-100.0% | $3,680-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $96 | $2,854-96.6% | $3,897-97.5% | $3,332-97.1% |
| Admin fee / account holder | $1,413 | $3,841-63.2% | $5,194-72.8% | $4,645-69.6% |