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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 | $68,843 | $81,358-15.4% | $155,556-55.7% | $80,959-15.0% |
| Participation rate | 24.1% | 66.3%-42.1pp | 78.2%-54.1pp | 67.7%-43.5pp |
| Annual return | 10.48% | 33.39%-22.9pp | 64.84%-54.4pp | 35.67%-25.2pp |
| Employer contribution / active EE | $0 | $3,106-100.0% | $4,675-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $291 | $3,455-91.6% | $5,631-94.8% | $4,300-93.2% |
| Admin fee / account holder | $565 | $7,994-92.9% | $15,885-96.4% | $6,925-91.8% |