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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 | $22,368 | $91,179-75.5% | $178,499-87.5% | $79,852-72.0% |
| Participation rate | 50.0% | 69.2%-19.2pp | 81.9%-31.9pp | 69.6%-19.6pp |
| Annual return | 9.39% | 24.19%-14.8pp | 151.10%-141.7pp | 31.72%-22.3pp |
| Employer contribution / active EE | $0 | $3,256-100.0% | $5,011-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $848 | $3,236-73.8% | $5,202-83.7% | $3,740-77.3% |
| Admin fee / account holder | $683 | $6,749-89.9% | $13,986-95.1% | $5,306-87.1% |