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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 | $17,396 | $110,410-84.2% | $102,437-83.0% | $145,897-88.1% |
| Participation rate | 9.5% | 77.9%-68.4pp | 74.5%-65.0pp | 80.3%-70.8pp |
| Annual return | 5.38% | 24.85%-19.5pp | 24.95%-19.6pp | 552.29%-546.9pp |
| Employer contribution / active EE | $0 | $4,217-100.0% | $3,871-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $804 | $5,622-85.7% | $5,060-84.1% | $6,689-88.0% |
| Admin fee / account holder | $1,074 | $9,745-89.0% | $8,388-87.2% | $13,390-92.0% |