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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 | $87,522 | $157,296-44.4% | $141,191-38.0% | $152,897-42.8% |
| Participation rate | 43.5% | 84.8%-41.3pp | 82.5%-39.0pp | 82.5%-39.0pp |
| Annual return | 3.64% | 64.34%-60.7pp | 71.41%-67.8pp | 345.43%-341.8pp |
| Employer contribution / active EE | $0 | $5,262-100.0% | $4,736-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $1,764 | $7,111-75.2% | $6,710-73.7% | $5,851-69.8% |
| Admin fee / account holder | $3,584 | $12,125-70.4% | $10,264-65.1% | $11,599-69.1% |