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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 | $167,012 | $87,132+91.7% | $105,624+58.1% | $80,959+106.3% |
| Participation rate | 30.1% | 70.4%-40.3pp | 75.3%-45.2pp | 67.7%-37.5pp |
| Annual return | 8.74% | 17.03%-8.3pp | 116.20%-107.5pp | 35.67%-26.9pp |
| Employer contribution / active EE | $0 | $2,397-100.0% | $3,168-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,572 | $3,985-60.6% | $5,013-68.6% | $4,300-63.5% |
| Admin fee / account holder | $15,676 | $8,449+85.5% | $10,961+43.0% | $6,925+126.4% |