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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 | $34,425 | $71,230-51.7% | $93,727-63.3% | $80,959-57.5% |
| Participation rate | 20.7% | 60.4%-39.7pp | 68.7%-48.0pp | 67.7%-47.0pp |
| Annual return | 8.39% | 11.26%-2.9pp | 133.83%-125.4pp | 35.67%-27.3pp |
| Employer contribution / active EE | $0 | $1,565-100.0% | $2,421-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $670 | $4,037-83.4% | $4,417-84.8% | $4,300-84.4% |
| Admin fee / account holder | $1,767 | $6,961-74.6% | $8,292-78.7% | $6,925-74.5% |