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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 | $50,428 | $115,917-56.5% | $100,535-49.8% | $158,982-68.3% |
| Participation rate | 15.8% | 81.6%-65.8pp | 79.4%-63.6pp | 82.0%-66.2pp |
| Annual return | 4.28% | 34.80%-30.5pp | 30.90%-26.6pp | 302.99%-298.7pp |
| Employer contribution / active EE | $0 | $4,105-100.0% | $3,419-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $1,032 | $6,677-84.5% | $6,271-83.5% | $5,983-82.7% |
| Admin fee / account holder | $5,275 | $11,002-52.0% | $8,085-34.7% | $11,252-53.1% |