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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 | $25,736 | $174,379-85.2% | $152,093-83.1% | $138,895-81.5% |
| Participation rate | 14.3% | 81.6%-67.4pp | 77.8%-63.5pp | 79.9%-65.6pp |
| Annual return | 9.68% | 74.86%-65.2pp | 66.36%-56.7pp | 145.39%-135.7pp |
| Employer contribution / active EE | $0 | $4,652-100.0% | $4,175-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $339 | $6,159-94.5% | $5,451-93.8% | $6,396-94.7% |
| Admin fee / account holder | $471 | $16,880-97.2% | $14,497-96.8% | $12,562-96.3% |