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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 | $94,640 | $63,365+49.4% | $91,994+2.9% | $72,975+29.7% |
| Participation rate | 13.8% | 72.5%-58.7pp | 78.6%-64.8pp | 69.5%-55.7pp |
| Annual return | 4.71% | 35.35%-30.6pp | 69.04%-64.3pp | 81.01%-76.3pp |
| Employer contribution / active EE | $0 | $2,116-100.0% | $3,453-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $756 | $4,883-84.5% | $5,924-87.2% | $3,608-79.0% |
| Admin fee / account holder | $714 | $4,670-84.7% | $7,744-90.8% | $5,124-86.1% |