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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 | $54,986 | $81,276-32.3% | $155,574-64.7% | $80,925-32.1% |
| Participation rate | 10.8% | 66.2%-55.4pp | 78.2%-67.4pp | 67.7%-56.8pp |
| Annual return | 8.13% | 33.36%-25.2pp | 64.87%-56.7pp | 35.65%-27.5pp |
| Employer contribution / active EE | $0 | $3,103-100.0% | $4,676-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $714 | $3,453-79.3% | $5,629-87.3% | $4,299-83.4% |
| Admin fee / account holder | $323 | $7,993-96.0% | $15,914-98.0% | $6,940-95.4% |