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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 | $15,250 | $81,331-81.2% | $155,534-90.2% | $80,935-81.2% |
| Participation rate | 8.7% | 66.3%-57.6pp | 78.2%-69.5pp | 67.7%-59.0pp |
| Annual return | 9.18% | 33.37%-24.2pp | 64.92%-55.7pp | 35.66%-26.5pp |
| Employer contribution / active EE | $0 | $3,105-100.0% | $4,675-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $636 | $3,454-81.6% | $5,630-88.7% | $4,299-85.2% |
| Admin fee / account holder | $2,631 | $7,999-67.1% | $15,900-83.5% | $6,924-62.0% |