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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 | $12,902 | $81,276-84.1% | $155,574-91.7% | $80,925-84.1% |
| Participation rate | 15.1% | 66.2%-51.2pp | 78.2%-63.1pp | 67.7%-52.6pp |
| Annual return | 7.48% | 33.36%-25.9pp | 64.87%-57.4pp | 35.65%-28.2pp |
| Employer contribution / active EE | $0 | $3,103-100.0% | $4,676-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $587 | $3,453-83.0% | $5,629-89.6% | $4,299-86.3% |
| Admin fee / account holder | $3,226 | $7,993-59.6% | $15,914-79.7% | $6,940-53.5% |