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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 | $22,383 | $72,177-69.0% | $115,037-80.5% | $59,632-62.5% |
| Participation rate | 23.7% | 72.6%-48.9pp | 81.4%-57.7pp | 68.7%-45.0pp |
| Annual return | -2.98% | 12.02%-15.0pp | 26.14%-29.1pp | 2041.32%-2044.3pp |
| Employer contribution / active EE | $588 | $2,841-79.3% | $4,608-87.2% | $2,203-73.3% |
| Participant deferral / active EE | $1,172 | $4,783-75.5% | $6,026-80.6% | $3,192-63.3% |
| Admin fee / account holder | $1,672 | $4,927-66.1% | $8,175-79.5% | $4,297-61.1% |