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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 | $15,233 | $53,128-71.3% | $86,582-82.4% | $70,126-78.3% |
| Participation rate | 25.0% | 65.3%-40.3pp | 73.5%-48.5pp | 69.5%-44.5pp |
| Annual return | 11.08% | 27.66%-16.6pp | 965.08%-954.0pp | 73.15%-62.1pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $2,839-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $287 | $2,695-89.3% | $3,609-92.0% | $3,332-91.4% |
| Admin fee / account holder | $6,796 | $3,584+89.6% | $4,904+38.6% | $4,645+46.3% |