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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 | $49,427 | $52,903-6.6% | $73,309-32.6% | $59,632-17.1% |
| Participation rate | 40.0% | 68.2%-28.2pp | 74.9%-34.9pp | 68.7%-28.7pp |
| Annual return | -3.07% | 12.20%-15.3pp | 5.67%-8.7pp | 2041.32%-2044.4pp |
| Employer contribution / active EE | $0 | $1,909-100.0% | $3,237-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,315 | $4,069-67.7% | $4,991-73.7% | $3,192-58.8% |
| Admin fee / account holder | $532 | $3,834-86.1% | $5,637-90.6% | $4,297-87.6% |