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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 | $23,397 | $50,643-53.8% | $106,619-78.1% | $55,167-57.6% |
| Participation rate | 15.0% | 65.6%-50.6pp | 78.0%-63.0pp | 69.0%-54.0pp |
| Annual return | 4.11% | 7.02%-2.9pp | 9.42%-5.3pp | 169.23%-165.1pp |
| Employer contribution / active EE | $0 | $1,626-100.0% | $3,947-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $742 | $2,208-66.4% | $3,930-81.1% | $3,054-75.7% |
| Admin fee / account holder | $2,338 | $488+379.3% | $6,418-63.6% | $504+364.0% |