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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 | $18,268 | $75,541-75.8% | $152,093-88.0% | $82,637-77.9% |
| Participation rate | 0.0% | 66.5%-66.5pp | 77.8%-77.8pp | 68.1%-68.1pp |
| Annual return | 8.75% | 32.56%-23.8pp | 66.36%-57.6pp | 53.51%-44.8pp |
| Employer contribution / active EE | $576 | $2,622-78.0% | $4,175-86.2% | $2,552-77.4% |
| Participant deferral / active EE | $840 | $3,206-73.8% | $5,451-84.6% | $4,126-79.6% |
| Admin fee / account holder | $320 | $6,405-95.0% | $14,497-97.8% | $7,339-95.6% |