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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 | $96,931 | $138,312-29.9% | $122,979-21.2% | $155,188-37.5% |
| Participation rate | 59.1% | 80.2%-21.1pp | 77.2%-18.1pp | 80.8%-21.7pp |
| Annual return | 3.68% | 22.06%-18.4pp | 20.12%-16.4pp | 148.84%-145.2pp |
| Employer contribution / active EE | $0 | $3,530-100.0% | $3,062-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $1,049 | $5,592-81.3% | $5,003-79.0% | $6,531-83.9% |
| Admin fee / account holder | $5,166 | $15,089-65.8% | $12,864-59.8% | $14,480-64.3% |