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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 | $51,651 | $49,280+4.8% | $67,313-23.3% | $64,173-19.5% |
| Participation rate | 21.7% | 60.8%-39.1pp | 69.1%-47.4pp | 69.6%-47.9pp |
| Annual return | -8.96% | -1.39%-7.6pp | -4.08%-4.9pp | 7.63%-16.6pp |
| Employer contribution / active EE | $0 | $1,668-100.0% | $2,566-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $420 | $2,484-83.1% | $3,568-88.2% | $3,470-87.9% |
| Admin fee / account holder | $912 | $3,863-76.4% | $4,507-79.8% | $4,887-81.3% |