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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 | $73,791 | $109,359-32.5% | $162,185-54.5% | $72,976+1.1% |
| Participation rate | 9.6% | 84.3%-74.7pp | 87.6%-78.0pp | 69.5%-59.9pp |
| Annual return | 14.55% | 25.46%-10.9pp | 115.61%-101.1pp | 81.02%-66.5pp |
| Employer contribution / active EE | $0 | $3,907-100.0% | $5,613-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $736 | $5,481-86.6% | $7,297-89.9% | $3,608-79.6% |
| Admin fee / account holder | $1,158 | $7,972-85.5% | $10,844-89.3% | $5,124-77.4% |