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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 | $40,028 | $61,391-34.8% | $149,723-73.3% | $71,529-44.0% |
| Participation rate | 13.3% | 62.5%-49.2pp | 78.8%-65.4pp | 67.9%-54.6pp |
| Annual return | 11.50% | 35.88%-24.4pp | 134.50%-123.0pp | 28.97%-17.5pp |
| Employer contribution / active EE | $0 | $2,384-100.0% | $4,821-100.0% | $2,590-100.0% |
| Participant deferral / active EE | $835 | $2,921-71.4% | $5,682-85.3% | $4,291-80.5% |
| Admin fee / account holder | $3,856 | $1,264+205.0% | $13,215-70.8% | $1,588+142.7% |