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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 | $22,496 | $55,902-59.8% | $76,030-70.4% | $80,959-72.2% |
| Participation rate | 29.3% | 62.1%-32.8pp | 69.1%-39.8pp | 67.7%-38.4pp |
| Annual return | 9.57% | 20.59%-11.0pp | 361.54%-352.0pp | 35.67%-26.1pp |
| Employer contribution / active EE | $0 | $1,867-100.0% | $2,688-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $825 | $3,051-73.0% | $4,257-80.6% | $4,300-80.8% |
| Admin fee / account holder | $523 | $5,239-90.0% | $6,421-91.9% | $6,925-92.5% |