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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 | $181,613 | $94,031+93.1% | $115,768+56.9% | $82,448+120.3% |
| Participation rate | 30.3% | 70.4%-40.1pp | 74.4%-44.1pp | 68.1%-37.8pp |
| Annual return | 10.74% | 20.61%-9.9pp | 100.46%-89.7pp | 41.64%-30.9pp |
| Employer contribution / active EE | $0 | $2,323-100.0% | $2,940-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $314 | $3,972-92.1% | $4,917-93.6% | $4,139-92.4% |
| Admin fee / account holder | $2,319 | $10,249-77.4% | $12,439-81.4% | $7,234-67.9% |