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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 | $37,251 | $65,703-43.3% | $94,228-60.5% | $59,633-37.5% |
| Participation rate | 23.4% | 72.1%-48.7pp | 78.8%-55.3pp | 68.7%-45.2pp |
| Annual return | -3.36% | 5.22%-8.6pp | 10.68%-14.0pp | 2041.40%-2044.8pp |
| Employer contribution / active EE | $0 | $2,021-100.0% | $3,587-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,069 | $3,143-66.0% | $4,320-75.3% | $3,192-66.5% |
| Admin fee / account holder | $719 | $4,264-83.1% | $6,269-88.5% | $4,297-83.3% |