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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 | $25,435 | $75,183-66.2% | $123,894-79.5% | $55,167-53.9% |
| Participation rate | 12.0% | 72.8%-60.8pp | 81.4%-69.4pp | 69.0%-57.0pp |
| Annual return | 6.50% | 19.01%-12.5pp | 47.52%-41.0pp | 169.23%-162.7pp |
| Employer contribution / active EE | $0 | $2,823-100.0% | $4,617-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $660 | $5,084-87.0% | $5,984-89.0% | $3,054-78.4% |
| Admin fee / account holder | $2,399 | $663+262.0% | $8,357-71.3% | $504+376.0% |