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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 | $182,584 | $102,422+78.3% | $147,117+24.1% | $80,959+125.5% |
| Participation rate | 23.4% | 75.9%-52.5pp | 82.2%-58.8pp | 67.7%-44.3pp |
| Annual return | 10.90% | 135.16%-124.3pp | 420.54%-409.6pp | 35.67%-24.8pp |
| Employer contribution / active EE | $0 | $3,717-100.0% | $4,932-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $2,161 | $6,652-67.5% | $8,065-73.2% | $4,300-49.8% |
| Admin fee / account holder | $560 | $7,953-93.0% | $12,993-95.7% | $6,925-91.9% |