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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 | $101,950+60.2% | $125,529+30.1% | $86,983+87.8% |
| Participation rate | 17.1% | 70.2%-53.0pp | 74.7%-57.6pp | 69.5%-52.4pp |
| Annual return | 8.48% | 18.29%-9.8pp | 202.56%-194.1pp | 25.83%-17.4pp |
| Employer contribution / active EE | $0 | $2,358-100.0% | $3,058-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $656 | $3,862-83.0% | $4,813-86.4% | $4,194-84.4% |
| Admin fee / account holder | $1,722 | $12,791-86.5% | $16,298-89.4% | $7,856-78.1% |