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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 | $25,133 | $47,944-47.6% | $67,834-62.9% | $62,881-60.0% |
| Participation rate | 15.7% | 61.1%-45.4pp | 68.8%-53.1pp | 69.3%-53.6pp |
| Annual return | 4.45% | 11.77%-7.3pp | 138.47%-134.0pp | 20.14%-15.7pp |
| Employer contribution / active EE | $0 | $1,562-100.0% | $2,403-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $596 | $2,247-73.5% | $3,160-81.1% | $3,203-81.4% |
| Admin fee / account holder | $403 | $3,712-89.1% | $4,622-91.3% | $4,296-90.6% |