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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 | $20,688 | $78,015-73.5% | $178,505-88.4% | $80,959-74.4% |
| Participation rate | 10.0% | 65.7%-55.7pp | 77.1%-67.1pp | 67.7%-57.7pp |
| Annual return | 10.14% | 18.10%-8.0pp | 27.16%-17.0pp | 35.67%-25.5pp |
| Employer contribution / active EE | $0 | $2,281-100.0% | $3,955-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $187 | $4,406-95.8% | $6,280-97.0% | $4,300-95.7% |
| Admin fee / account holder | $1,382 | $7,160-80.7% | $10,428-86.8% | $6,925-80.1% |