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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 | $7,396 | $55,889-86.8% | $76,119-90.3% | $80,935-90.9% |
| Participation rate | 12.5% | 62.1%-49.6pp | 69.1%-56.6pp | 67.7%-55.2pp |
| Annual return | 8.54% | 20.58%-12.0pp | 361.25%-352.7pp | 35.66%-27.1pp |
| Employer contribution / active EE | $0 | $1,866-100.0% | $2,693-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $168 | $3,051-94.5% | $4,259-96.0% | $4,299-96.1% |
| Admin fee / account holder | $1,247 | $5,241-76.2% | $6,421-80.6% | $6,924-82.0% |