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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 | $20,299 | $73,978-72.6% | $96,515-79.0% | $75,173-73.0% |
| Participation rate | 3.4% | 66.4%-63.1pp | 74.3%-71.0pp | 67.2%-63.8pp |
| Annual return | 8.96% | 26.72%-17.8pp | 35.73%-26.8pp | 160.72%-151.8pp |
| Employer contribution / active EE | $0 | $2,931-100.0% | $3,740-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $486 | $3,660-86.7% | $4,880-90.0% | $4,126-88.2% |
| Admin fee / account holder | $1,546 | $5,219-70.4% | $6,735-77.0% | $5,651-72.6% |