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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 | $106,864-69.1% | $147,318-77.6% | $82,637-60.1% |
| Participation rate | 9.3% | 75.5%-66.2pp | 82.1%-72.8pp | 68.1%-58.8pp |
| Annual return | 7.39% | 27.49%-20.1pp | 70.43%-63.0pp | 53.51%-46.1pp |
| Employer contribution / active EE | $0 | $3,417-100.0% | $4,593-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $826 | $6,496-87.3% | $7,906-89.6% | $4,126-80.0% |
| Admin fee / account holder | $7,524 | $8,415-10.6% | $13,708-45.1% | $7,339+2.5% |