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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 | $32,999 | $106,524-69.0% | $152,301-78.3% | $87,485-62.3% |
| Participation rate | 9.3% | 75.8%-66.5pp | 82.4%-73.1pp | 68.9%-59.6pp |
| Annual return | 7.39% | 26.89%-19.5pp | 80.50%-73.1pp | 26.06%-18.7pp |
| Employer contribution / active EE | $0 | $3,371-100.0% | $4,624-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $826 | $6,525-87.3% | $8,004-89.7% | $4,274-80.7% |
| Admin fee / account holder | $7,524 | $8,287-9.2% | $14,398-47.7% | $7,775-3.2% |