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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 | $28,812 | $91,439-68.5% | $135,974-78.8% | $71,511-59.7% |
| Participation rate | 25.4% | 75.7%-50.3pp | 81.9%-56.6pp | 67.9%-42.6pp |
| Annual return | 15.37% | 29.90%-14.5pp | 68.30%-52.9pp | 28.86%-13.5pp |
| Employer contribution / active EE | $0 | $3,705-100.0% | $4,859-100.0% | $2,589-100.0% |
| Participant deferral / active EE | $2,426 | $7,093-65.8% | $7,760-68.7% | $4,291-43.5% |
| Admin fee / account holder | $2,518 | $1,267+98.8% | $10,767-76.6% | $1,588+58.5% |