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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 | $12,809 | $81,276-84.2% | $155,574-91.8% | $80,925-84.2% |
| Participation rate | 24.1% | 66.2%-42.1pp | 78.2%-54.1pp | 67.7%-43.5pp |
| Annual return | 8.76% | 33.36%-24.6pp | 64.87%-56.1pp | 35.65%-26.9pp |
| Employer contribution / active EE | $0 | $3,103-100.0% | $4,676-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $511 | $3,453-85.2% | $5,629-90.9% | $4,299-88.1% |
| Admin fee / account holder | $884 | $7,993-88.9% | $15,914-94.4% | $6,940-87.3% |