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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 | $27,593 | $211,224-86.9% | $178,505-84.5% | $145,897-81.1% |
| Participation rate | 30.0% | 80.8%-50.8pp | 77.1%-47.1pp | 80.3%-50.3pp |
| Annual return | 7.39% | 30.28%-22.9pp | 27.16%-19.8pp | 552.29%-544.9pp |
| Employer contribution / active EE | $0 | $4,577-100.0% | $3,955-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $729 | $6,966-89.5% | $6,280-88.4% | $6,689-89.1% |
| Admin fee / account holder | $2,733 | $12,109-77.4% | $10,428-73.8% | $13,390-79.6% |