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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 | $26,840 | $78,670-65.9% | $109,173-75.4% | $85,847-68.7% |
| Participation rate | 31.3% | 68.3%-36.9pp | 75.9%-44.5pp | 69.3%-38.0pp |
| Annual return | 9.58% | 25.09%-15.5pp | 25.75%-16.2pp | 318.61%-309.0pp |
| Employer contribution / active EE | $0 | $2,734-100.0% | $3,723-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,070 | $3,467-69.2% | $4,654-77.0% | $3,952-72.9% |
| Admin fee / account holder | $4,012 | $5,469-26.7% | $6,755-40.6% | $6,261-35.9% |