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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 | $58,909 | $77,523-24.0% | $100,383-41.3% | $80,874-27.2% |
| Participation rate | 37.0% | 77.0%-39.9pp | 81.5%-44.5pp | 67.6%-30.6pp |
| Annual return | 10.61% | 37.21%-26.6pp | 49.26%-38.7pp | 35.62%-25.0pp |
| Employer contribution / active EE | $0 | $2,801-100.0% | $3,944-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $2,238 | $6,822-67.2% | $8,086-72.3% | $4,297-47.9% |
| Admin fee / account holder | $17,786 | $5,899+201.5% | $7,900+125.1% | $6,935+156.5% |