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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 | $24,741 | $72,177-65.7% | $115,038-78.5% | $59,633-58.5% |
| Participation rate | 20.0% | 72.6%-52.6pp | 81.4%-61.4pp | 68.7%-48.7pp |
| Annual return | -5.46% | 12.02%-17.5pp | 26.14%-31.6pp | 2041.45%-2046.9pp |
| Employer contribution / active EE | $0 | $2,841-100.0% | $4,608-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,931 | $4,783-59.6% | $6,026-67.9% | $3,192-39.5% |
| Admin fee / account holder | $1,291 | $4,927-73.8% | $8,175-84.2% | $4,297-70.0% |