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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 | $67,014 | $87,106-23.1% | $105,607-36.5% | $80,935-17.2% |
| Participation rate | 36.4% | 70.4%-34.1pp | 75.3%-38.9pp | 67.7%-31.3pp |
| Annual return | 10.13% | 17.01%-6.9pp | 116.11%-106.0pp | 35.66%-25.5pp |
| Employer contribution / active EE | $0 | $2,396-100.0% | $3,167-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $824 | $3,986-79.3% | $5,011-83.6% | $4,299-80.8% |
| Admin fee / account holder | $4,036 | $8,447-52.2% | $10,958-63.2% | $6,924-41.7% |