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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 | $78,259 | $77,145+1.4% | $108,410-27.8% | $85,856-8.8% |
| Participation rate | 62.1% | 74.7%-12.6pp | 80.1%-18.1pp | 69.3%-7.2pp |
| Annual return | 11.49% | 44.54%-33.0pp | 905.34%-893.8pp | 318.58%-307.1pp |
| Employer contribution / active EE | $0 | $2,379-100.0% | $3,558-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $969 | $5,566-82.6% | $6,562-85.2% | $3,952-75.5% |
| Admin fee / account holder | $5,722 | $5,172+10.6% | $7,296-21.6% | $6,261-8.6% |