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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 | $15,652 | $84,236-81.4% | $170,439-90.8% | $70,124-77.7% |
| Participation rate | 11.9% | 70.8%-59.0pp | 83.6%-71.7pp | 69.5%-57.7pp |
| Annual return | 5.35% | 23.06%-17.7pp | 205.94%-200.6pp | 73.14%-67.8pp |
| Employer contribution / active EE | $0 | $3,387-100.0% | $5,433-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $204 | $3,086-93.4% | $4,939-95.9% | $3,332-93.9% |
| Admin fee / account holder | $3,918 | $5,698-31.2% | $13,881-71.8% | $4,645-15.7% |