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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 | $51,184-55.4% | $66,439-65.7% | $86,983-73.8% |
| Participation rate | 24.1% | 68.5%-44.3pp | 74.5%-50.4pp | 69.5%-45.4pp |
| Annual return | 8.43% | 17.07%-8.6pp | 757.66%-749.2pp | 25.83%-17.4pp |
| Employer contribution / active EE | $0 | $2,023-100.0% | $2,637-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $432 | $2,927-85.3% | $3,876-88.9% | $4,194-89.7% |
| Admin fee / account holder | $8,609 | $4,154+107.2% | $6,173+39.4% | $7,856+9.6% |