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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 | $15,053 | $58,848-74.4% | $88,179-82.9% | $82,637-81.8% |
| Participation rate | 9.5% | 57.9%-48.4pp | 69.1%-59.6pp | 68.1%-58.5pp |
| Annual return | 10.95% | 22.76%-11.8pp | 64.97%-54.0pp | 53.51%-42.6pp |
| Employer contribution / active EE | $0 | $1,678-100.0% | $2,549-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $139 | $3,124-95.5% | $4,614-97.0% | $4,126-96.6% |
| Admin fee / account holder | $1,849 | $4,795-61.4% | $7,673-75.9% | $7,339-74.8% |