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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 | $22,803 | $50,554-54.9% | $67,681-66.3% | $87,485-73.9% |
| Participation rate | 24.1% | 67.7%-43.6pp | 73.7%-49.6pp | 68.9%-44.8pp |
| Annual return | 8.43% | 17.81%-9.4pp | 590.58%-582.2pp | 26.06%-17.6pp |
| Employer contribution / active EE | $0 | $1,988-100.0% | $2,678-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $432 | $2,961-85.4% | $3,976-89.1% | $4,274-89.9% |
| Admin fee / account holder | $8,609 | $4,132+108.3% | $6,100+41.1% | $7,775+10.7% |