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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 | $28,658 | $47,848-40.1% | $81,473-64.8% | $70,126-59.1% |
| Participation rate | 11.5% | 58.3%-46.8pp | 68.0%-56.5pp | 69.5%-58.1pp |
| Annual return | 9.92% | 27.25%-17.3pp | 38.78%-28.9pp | 73.15%-63.2pp |
| Employer contribution / active EE | $0 | $1,527-100.0% | $2,568-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $524 | $2,453-78.7% | $3,537-85.2% | $3,332-84.3% |
| Admin fee / account holder | $1,273 | $3,145-59.5% | $4,561-72.1% | $4,645-72.6% |