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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 | $24,529 | $97,125-74.7% | $86,233-71.6% | $137,256-82.1% |
| Participation rate | 4.5% | 74.2%-69.7pp | 69.0%-64.5pp | 80.0%-75.4pp |
| Annual return | 8.62% | 74.19%-65.6pp | 61.39%-52.8pp | 220.34%-211.7pp |
| Employer contribution / active EE | $0 | $2,841-100.0% | $2,504-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $231 | $5,180-95.5% | $4,559-94.9% | $6,407-96.4% |
| Admin fee / account holder | $1,848 | $9,725-81.0% | $8,342-77.8% | $12,270-84.9% |