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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 | $10,132 | $55,889-81.9% | $76,119-86.7% | $80,935-87.5% |
| Participation rate | 10.1% | 62.1%-51.9pp | 69.1%-58.9pp | 67.7%-57.5pp |
| Annual return | 4.20% | 20.58%-16.4pp | 361.25%-357.0pp | 35.66%-31.5pp |
| Employer contribution / active EE | $0 | $1,866-100.0% | $2,693-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $468 | $3,051-84.7% | $4,259-89.0% | $4,299-89.1% |
| Admin fee / account holder | $1,321 | $5,241-74.8% | $6,421-79.4% | $6,924-80.9% |