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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 | $76,167 | $63,346+20.2% | $92,240-17.4% | $70,126+8.6% |
| Participation rate | 30.2% | 68.7%-38.5pp | 76.5%-46.3pp | 69.5%-39.4pp |
| Annual return | 12.43% | 530.19%-517.8pp | 176.29%-163.9pp | 73.15%-60.7pp |
| Employer contribution / active EE | $0 | $2,471-100.0% | $3,680-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,073 | $2,854-62.4% | $3,897-72.5% | $3,332-67.8% |
| Admin fee / account holder | $1,715 | $3,841-55.3% | $5,194-67.0% | $4,645-63.1% |