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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 | $16,808 | $36,981-54.6% | $69,701-75.9% | $77,671-78.4% |
| Participation rate | 11.3% | 64.2%-52.8pp | 66.4%-55.1pp | 70.6%-59.2pp |
| Annual return | 9.14% | 29.30%-20.2pp | 100.32%-91.2pp | 31.21%-22.1pp |
| Employer contribution / active EE | $0 | $1,267-100.0% | $1,713-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $881 | $2,750-68.0% | $2,887-69.5% | $4,648-81.0% |
| Admin fee / account holder | $1,821 | $511+256.6% | $4,717-61.4% | $430+323.0% |