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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 | $18,789 | $183,516-89.8% | $155,534-87.9% | $145,884-87.1% |
| Participation rate | 8.7% | 82.7%-74.0pp | 78.2%-69.5pp | 80.3%-71.6pp |
| Annual return | 4.70% | 61.43%-56.7pp | 64.92%-60.2pp | 551.85%-547.2pp |
| Employer contribution / active EE | $0 | $5,315-100.0% | $4,675-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $1,637 | $6,467-74.7% | $5,630-70.9% | $6,690-75.5% |
| Admin fee / account holder | $1,585 | $19,293-91.8% | $15,900-90.0% | $13,392-88.2% |