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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 | $16,017 | $45,050-64.4% | $63,018-74.6% | $70,126-77.2% |
| Participation rate | 34.0% | 69.5%-35.5pp | 74.8%-40.8pp | 69.5%-35.6pp |
| Annual return | 7.50% | 18.76%-11.3pp | 87.62%-80.1pp | 73.15%-65.7pp |
| Employer contribution / active EE | $0 | $2,052-100.0% | $2,761-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $299 | $2,466-87.9% | $3,330-91.0% | $3,332-91.0% |
| Admin fee / account holder | $1,707 | $2,834-39.8% | $3,601-52.6% | $4,645-63.3% |