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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 | $17,189 | $50,902-66.2% | $155,534-88.9% | $77,736-77.9% |
| Participation rate | 5.7% | 63.1%-57.4pp | 78.2%-72.5pp | 70.6%-64.8pp |
| Annual return | 7.68% | 34.85%-27.2pp | 64.92%-57.2pp | 31.26%-23.6pp |
| Employer contribution / active EE | $0 | $1,991-100.0% | $4,675-100.0% | $2,728-100.0% |
| Participant deferral / active EE | $697 | $2,824-75.3% | $5,630-87.6% | $4,651-85.0% |
| Admin fee / account holder | $2,254 | $437+415.8% | $15,900-85.8% | $433+420.2% |