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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 | $63,955 | $86,288-25.9% | $111,306-42.5% | $85,851-25.5% |
| Participation rate | 38.7% | 73.3%-34.6pp | 77.3%-38.6pp | 69.3%-30.6pp |
| Annual return | 8.32% | 19.99%-11.7pp | 54.67%-46.3pp | 318.63%-310.3pp |
| Employer contribution / active EE | $0 | $2,044-100.0% | $2,732-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $966 | $3,641-73.5% | $4,488-78.5% | $3,952-75.5% |
| Admin fee / account holder | $504 | $8,189-93.9% | $7,966-93.7% | $6,261-92.0% |