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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 | $191,646 | $156,398+22.5% | $147,318+30.1% | $138,895+38.0% |
| Participation rate | 50.0% | 83.8%-33.8pp | 82.1%-32.1pp | 79.9%-29.9pp |
| Annual return | 10.69% | 78.75%-68.1pp | 70.43%-59.7pp | 145.39%-134.7pp |
| Employer contribution / active EE | $0 | $4,853-100.0% | $4,593-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $1,418 | $8,237-82.8% | $7,906-82.1% | $6,396-77.8% |
| Admin fee / account holder | $3,515 | $14,976-76.5% | $13,708-74.4% | $12,562-72.0% |