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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 | $18,479 | $52,678-64.9% | $75,784-75.6% | $59,633-69.0% |
| Participation rate | 19.4% | 67.2%-47.9pp | 75.8%-56.5pp | 68.7%-49.3pp |
| Annual return | -3.74% | 2.95%-6.7pp | 9.68%-13.4pp | 2041.45%-2045.2pp |
| Employer contribution / active EE | $0 | $2,193-100.0% | $3,323-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $397 | $2,591-84.7% | $3,652-89.1% | $3,192-87.6% |
| Admin fee / account holder | $546 | $3,610-84.9% | $5,300-89.7% | $4,297-87.3% |