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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 | $33,140 | $67,602-51.0% | $82,312-59.7% | $70,126-52.7% |
| Participation rate | 27.5% | 72.8%-45.3pp | 76.9%-49.4pp | 69.5%-42.0pp |
| Annual return | 9.98% | 21.57%-11.6pp | 25.88%-15.9pp | 73.15%-63.2pp |
| Employer contribution / active EE | $0 | $1,755-100.0% | $2,428-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,224 | $2,987-59.0% | $3,706-67.0% | $3,332-63.3% |
| Admin fee / account holder | $3,170 | $4,512-29.7% | $5,608-43.5% | $4,645-31.8% |