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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 | $54,083 | $125,797-57.0% | $170,043-68.2% | $75,173-28.1% |
| Participation rate | 33.3% | 83.6%-50.3pp | 87.0%-53.7pp | 67.2%-33.9pp |
| Annual return | 10.63% | 27.20%-16.6pp | 53.40%-42.8pp | 160.72%-150.1pp |
| Employer contribution / active EE | $0 | $4,616-100.0% | $6,790-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $2,568 | $6,838-62.4% | $10,410-75.3% | $4,126-37.8% |
| Admin fee / account holder | $1,166 | $8,177-85.7% | $12,824-90.9% | $5,651-79.4% |