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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 | $23,911 | $51,184-53.3% | $66,439-64.0% | $86,983-72.5% |
| Participation rate | 31.0% | 68.5%-37.5pp | 74.5%-43.5pp | 69.5%-38.6pp |
| Annual return | 7.33% | 17.07%-9.7pp | 757.66%-750.3pp | 25.83%-18.5pp |
| Employer contribution / active EE | $0 | $2,023-100.0% | $2,637-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $614 | $2,927-79.0% | $3,876-84.2% | $4,194-85.4% |
| Admin fee / account holder | $2,782 | $4,154-33.0% | $6,173-54.9% | $7,856-64.6% |