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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 | $34,131 | $65,361-47.8% | $92,903-63.3% | $72,983-53.2% |
| Participation rate | 44.3% | 68.3%-24.1pp | 76.0%-31.7pp | 69.5%-25.2pp |
| Annual return | 14.52% | 42.11%-27.6pp | 109.43%-94.9pp | 81.01%-66.5pp |
| Employer contribution / active EE | $0 | $2,594-100.0% | $3,653-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,250 | $3,128-60.0% | $4,238-70.5% | $3,608-65.3% |
| Admin fee / account holder | $3,739 | $4,251-12.0% | $5,795-35.5% | $5,124-27.0% |