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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 | $98,902 | $94,031+5.2% | $115,768-14.6% | $82,448+20.0% |
| Participation rate | 53.3% | 70.4%-17.1pp | 74.4%-21.1pp | 68.1%-14.7pp |
| Annual return | 11.01% | 20.61%-9.6pp | 100.46%-89.5pp | 41.64%-30.6pp |
| Employer contribution / active EE | $0 | $2,323-100.0% | $2,940-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,655 | $3,972-58.3% | $4,917-66.3% | $4,139-60.0% |
| Admin fee / account holder | $3,231 | $10,249-68.5% | $12,439-74.0% | $7,234-55.3% |