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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 | $24,273 | $106,524-77.2% | $152,301-84.1% | $87,485-72.3% |
| Participation rate | 12.5% | 75.8%-63.3pp | 82.4%-69.9pp | 68.9%-56.4pp |
| Annual return | -0.32% | 26.89%-27.2pp | 80.50%-80.8pp | 26.06%-26.4pp |
| Employer contribution / active EE | $0 | $3,371-100.0% | $4,624-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $737 | $6,525-88.7% | $8,004-90.8% | $4,274-82.7% |
| Admin fee / account holder | $3,876 | $8,287-53.2% | $14,398-73.1% | $7,775-50.1% |