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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 | $48,913 | $89,370-45.3% | $141,197-65.4% | $72,976-33.0% |
| Participation rate | 45.2% | 75.1%-30.0pp | 82.5%-37.3pp | 69.5%-24.3pp |
| Annual return | 17.64% | 111.88%-94.2pp | 71.41%-53.8pp | 81.02%-63.4pp |
| Employer contribution / active EE | $0 | $3,115-100.0% | $4,736-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,129 | $5,419-79.2% | $6,710-83.2% | $3,608-68.7% |
| Admin fee / account holder | $542 | $5,957-90.9% | $10,265-94.7% | $5,124-89.4% |