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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 | $40,936 | $91,474-55.2% | $135,982-69.9% | $71,529-42.8% |
| Participation rate | 33.6% | 75.7%-42.1pp | 81.9%-48.4pp | 67.9%-34.4pp |
| Annual return | 13.26% | 29.89%-16.6pp | 68.32%-55.1pp | 28.97%-15.7pp |
| Employer contribution / active EE | $0 | $3,705-100.0% | $4,859-100.0% | $2,590-100.0% |
| Participant deferral / active EE | $1,338 | $7,095-81.1% | $7,760-82.8% | $4,291-68.8% |
| Admin fee / account holder | $5,245 | $1,267+313.9% | $10,767-51.3% | $1,588+230.2% |