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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 | $23,787 | $117,895-79.8% | $102,460-76.8% | $145,897-83.7% |
| Participation rate | 10.5% | 78.6%-68.1pp | 76.5%-66.0pp | 80.3%-69.8pp |
| Annual return | 8.48% | 31.92%-23.4pp | 29.47%-21.0pp | 552.29%-543.8pp |
| Employer contribution / active EE | $0 | $3,619-100.0% | $3,025-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $835 | $5,736-85.4% | $5,056-83.5% | $6,689-87.5% |
| Admin fee / account holder | $758 | $13,353-94.3% | $9,460-92.0% | $13,390-94.3% |