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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 | $29,263 | $135,956-78.5% | $123,894-76.4% | $273,972-89.3% |
| Participation rate | 18.8% | 84.1%-65.3pp | 81.4%-62.7pp | 83.0%-64.3pp |
| Annual return | 1.80% | 56.63%-54.8pp | 47.52%-45.7pp | 41.46%-39.7pp |
| Employer contribution / active EE | $0 | $5,170-100.0% | $4,617-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $1,835 | $6,343-71.1% | $5,984-69.3% | $5,287-65.3% |
| Admin fee / account holder | $1,836 | $9,817-81.3% | $8,357-78.0% | $10,133-81.9% |