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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 | $62,091 | $98,776-37.1% | $149,745-58.5% | $79,856-22.2% |
| Participation rate | 46.5% | 75.8%-29.3pp | 82.5%-36.0pp | 69.6%-23.1pp |
| Annual return | 11.64% | 27.38%-15.7pp | 276.72%-265.1pp | 31.71%-20.1pp |
| Employer contribution / active EE | $0 | $3,217-100.0% | $4,646-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,169 | $5,681-61.8% | $6,843-68.3% | $3,741-42.0% |
| Admin fee / account holder | $655 | $6,053-89.2% | $9,312-93.0% | $5,306-87.7% |