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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 | $26,910 | $80,855-66.7% | $153,416-82.5% | $86,983-69.1% |
| Participation rate | 8.3% | 64.1%-55.8pp | 74.3%-66.0pp | 69.5%-61.2pp |
| Annual return | 7.42% | 16.18%-8.8pp | 17.84%-10.4pp | 25.83%-18.4pp |
| Employer contribution / active EE | $0 | $2,308-100.0% | $3,764-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $330 | $3,333-90.1% | $4,723-93.0% | $4,194-92.1% |
| Admin fee / account holder | $1,484 | $6,908-78.5% | $13,095-88.7% | $7,856-81.1% |