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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 | $24,424 | $81,358-70.0% | $155,556-84.3% | $80,959-69.8% |
| Participation rate | 10.0% | 66.3%-56.3pp | 78.2%-68.2pp | 67.7%-57.7pp |
| Annual return | 7.75% | 33.39%-25.6pp | 64.84%-57.1pp | 35.67%-27.9pp |
| Employer contribution / active EE | $0 | $3,106-100.0% | $4,675-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $450 | $3,455-87.0% | $5,631-92.0% | $4,300-89.5% |
| Admin fee / account holder | $442 | $7,994-94.5% | $15,885-97.2% | $6,925-93.6% |