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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 | $163,335 | $94,436+73.0% | $115,599+41.3% | $82,637+97.7% |
| Participation rate | 17.1% | 70.4%-53.3pp | 74.3%-57.1pp | 68.1%-50.9pp |
| Annual return | 8.48% | 18.37%-9.9pp | 111.10%-102.6pp | 53.51%-45.0pp |
| Employer contribution / active EE | $0 | $2,324-100.0% | $2,955-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $656 | $3,955-83.4% | $4,889-86.6% | $4,126-84.1% |
| Admin fee / account holder | $1,722 | $10,328-83.3% | $12,841-86.6% | $7,339-76.5% |