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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 | $17,511 | $84,236-79.2% | $170,435-89.7% | $70,126-75.0% |
| Participation rate | 17.9% | 70.8%-53.0pp | 83.6%-65.7pp | 69.5%-51.7pp |
| Annual return | 5.44% | 23.06%-17.6pp | 205.94%-200.5pp | 73.15%-67.7pp |
| Employer contribution / active EE | $0 | $3,387-100.0% | $5,432-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $602 | $3,086-80.5% | $4,939-87.8% | $3,332-81.9% |
| Admin fee / account holder | $440 | $5,698-92.3% | $13,881-96.8% | $4,645-90.5% |