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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 | $23,308 | $51,642-54.9% | $129,384-82.0% | $80,935-71.2% |
| Participation rate | 14.7% | 56.9%-42.2pp | 69.6%-54.9pp | 67.7%-53.0pp |
| Annual return | 6.28% | 20.78%-14.5pp | 9461.77%-9455.5pp | 35.66%-29.4pp |
| Employer contribution / active EE | $0 | $1,583-100.0% | $4,153-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $670 | $2,670-74.9% | $4,166-83.9% | $4,299-84.4% |
| Admin fee / account holder | $593 | $4,312-86.2% | $7,686-92.3% | $6,924-91.4% |