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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 | $88,822 | $100,262-11.4% | $81,370+9.2% | $145,897-39.1% |
| Participation rate | 23.8% | 74.3%-50.5pp | 69.5%-45.7pp | 80.3%-56.5pp |
| Annual return | 6.26% | 34.52%-28.3pp | 24.85%-18.6pp | 552.29%-546.0pp |
| Employer contribution / active EE | $0 | $2,979-100.0% | $2,464-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $228 | $4,612-95.1% | $3,885-94.1% | $6,689-96.6% |
| Admin fee / account holder | $2,581 | $8,163-68.4% | $5,749-55.1% | $13,390-80.7% |