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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 | $23,221 | $81,504-71.5% | $102,437-77.3% | $80,959-71.3% |
| Participation rate | 11.1% | 66.9%-55.7pp | 74.5%-63.4pp | 67.7%-56.6pp |
| Annual return | -5.47% | 25.60%-31.1pp | 24.95%-30.4pp | 35.67%-41.1pp |
| Employer contribution / active EE | $0 | $3,104-100.0% | $3,871-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $840 | $3,871-78.3% | $5,060-83.4% | $4,300-80.5% |
| Admin fee / account holder | $2,712 | $6,719-59.6% | $8,388-67.7% | $6,925-60.8% |