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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 | $32,688 | $86,288-62.1% | $111,306-70.6% | $85,851-61.9% |
| Participation rate | 65.4% | 73.3%-8.0pp | 77.3%-11.9pp | 69.3%-3.9pp |
| Annual return | 10.08% | 19.99%-9.9pp | 54.67%-44.6pp | 318.63%-308.6pp |
| Employer contribution / active EE | $0 | $2,044-100.0% | $2,732-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $991 | $3,641-72.8% | $4,488-77.9% | $3,952-74.9% |
| Admin fee / account holder | $1,006 | $8,189-87.7% | $7,966-87.4% | $6,261-83.9% |