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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 | $29,867 | $56,544-47.2% | $75,501-60.4% | $70,126-57.4% |
| Participation rate | 65.9% | 68.1%-2.3pp | 72.4%-6.5pp | 69.5%-3.7pp |
| Annual return | 11.11% | 23.59%-12.5pp | 27.35%-16.2pp | 73.15%-62.0pp |
| Employer contribution / active EE | $0 | $1,817-100.0% | $2,352-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $658 | $2,580-74.5% | $3,142-79.1% | $3,332-80.2% |
| Admin fee / account holder | $4,348 | $3,827+13.6% | $5,801-25.0% | $4,645-6.4% |