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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 | $42,881 | $80,985-47.1% | $96,576-55.6% | $75,181-43.0% |
| Participation rate | 20.6% | 71.8%-51.2pp | 76.0%-55.4pp | 67.2%-46.6pp |
| Annual return | 5.86% | 27.05%-21.2pp | 25.87%-20.0pp | 160.69%-154.8pp |
| Employer contribution / active EE | $0 | $2,282-100.0% | $2,965-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $479 | $3,929-87.8% | $4,851-90.1% | $4,126-88.4% |
| Admin fee / account holder | $404 | $6,719-94.0% | $8,253-95.1% | $5,650-92.8% |