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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 | $25,362 | $106,864-76.3% | $147,318-82.8% | $82,637-69.3% |
| Participation rate | 50.0% | 75.5%-25.5pp | 82.1%-32.1pp | 68.1%-18.1pp |
| Annual return | 9.48% | 27.49%-18.0pp | 70.43%-60.9pp | 53.51%-44.0pp |
| Employer contribution / active EE | $0 | $3,417-100.0% | $4,593-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $766 | $6,496-88.2% | $7,906-90.3% | $4,126-81.4% |
| Admin fee / account holder | $2,118 | $8,415-74.8% | $13,708-84.6% | $7,339-71.1% |