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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 | $77,785 | $72,492+7.3% | $87,104-10.7% | $72,975+6.6% |
| Participation rate | 46.2% | 72.8%-26.7pp | 76.9%-30.7pp | 69.5%-23.3pp |
| Annual return | 2.32% | 24.46%-22.1pp | 28.19%-25.9pp | 81.01%-78.7pp |
| Employer contribution / active EE | $0 | $1,894-100.0% | $2,521-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,308 | $3,270-60.0% | $4,048-67.7% | $3,608-63.8% |
| Admin fee / account holder | $1,900 | $5,055-62.4% | $7,491-74.6% | $5,124-62.9% |