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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 | $180,378 | $107,368+68.0% | $92,915+94.1% | $152,909+18.0% |
| Participation rate | 57.1% | 79.8%-22.6pp | 76.0%-18.9pp | 82.5%-25.3pp |
| Annual return | 7.64% | 145.64%-138.0pp | 109.45%-101.8pp | 345.46%-337.8pp |
| Employer contribution / active EE | $0 | $4,222-100.0% | $3,653-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $570 | $4,848-88.2% | $4,238-86.6% | $5,851-90.3% |
| Admin fee / account holder | $1,132 | $7,082-84.0% | $5,796-80.5% | $11,601-90.2% |