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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 | $46,484 | $56,060-17.1% | $76,002-38.8% | $80,874-42.5% |
| Participation rate | 40.6% | 62.0%-21.4pp | 69.1%-28.5pp | 67.6%-27.0pp |
| Annual return | 8.00% | 20.54%-12.5pp | 360.07%-352.1pp | 35.62%-27.6pp |
| Employer contribution / active EE | $0 | $1,873-100.0% | $2,688-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $777 | $3,051-74.5% | $4,257-81.7% | $4,297-81.9% |
| Admin fee / account holder | $8,862 | $5,237+69.2% | $6,414+38.2% | $6,935+27.8% |