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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 | $29,154 | $73,459-60.3% | $178,528-83.7% | $74,429-60.8% |
| Participation rate | 12.0% | 66.5%-54.5pp | 77.1%-65.1pp | 67.2%-55.2pp |
| Annual return | 10.38% | 17.50%-7.1pp | 27.11%-16.7pp | 1368.38%-1358.0pp |
| Employer contribution / active EE | $0 | $2,219-100.0% | $3,950-100.0% | $2,625-100.0% |
| Participant deferral / active EE | $277 | $4,515-93.9% | $6,278-95.6% | $4,348-93.6% |
| Admin fee / account holder | $849 | $1,812-53.1% | $10,419-91.9% | $1,944-56.3% |