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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 | $124,425-22.1% | $112,040-13.5% | $137,256-29.4% |
| Participation rate | 59.1% | 79.3%-20.2pp | 76.5%-17.4pp | 80.0%-20.9pp |
| Annual return | 3.68% | 24.72%-21.0pp | 24.52%-20.8pp | 220.34%-216.7pp |
| Employer contribution / active EE | $0 | $3,411-100.0% | $2,954-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,049 | $5,718-81.7% | $5,098-79.4% | $6,407-83.6% |
| Admin fee / account holder | $5,166 | $15,207-66.0% | $12,098-57.3% | $12,270-57.9% |