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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 | $24,697 | $85,171-71.0% | $172,752-85.7% | $72,975-66.2% |
| Participation rate | 40.9% | 70.1%-29.2pp | 82.6%-41.7pp | 69.5%-28.6pp |
| Annual return | 15.96% | 27.32%-11.4pp | 802.97%-787.0pp | 81.01%-65.0pp |
| Employer contribution / active EE | $0 | $3,324-100.0% | $5,144-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $714 | $3,260-78.1% | $5,198-86.3% | $3,608-80.2% |
| Admin fee / account holder | $4,207 | $5,880-28.5% | $13,955-69.9% | $5,124-17.9% |