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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 | $26,034 | $202,387-87.1% | $57,196-54.5% | - |
| Participation rate | 25.3% | 69.2%-43.9pp | 75.3%-50.1pp | - |
| Annual return | -1.60% | 10.83%-12.4pp | 14.59%-16.2pp | - |
| Employer contribution / active EE | $0 | $2,304-100.0% | $2,683-100.0% | - |
| Participant deferral / active EE | $731 | $2,991-75.6% | $3,096-76.4% | - |
| Admin fee / account holder | $527 | $22,351-97.6% | $3,141-83.2% | - |