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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 | $129,776 | $185,312-30.0% | $161,489-19.6% | $154,746-16.1% |
| Participation rate | 52.2% | 82.5%-30.3pp | 78.7%-26.5pp | 80.7%-28.5pp |
| Annual return | 10.02% | 103.84%-93.8pp | 89.72%-79.7pp | 172.34%-162.3pp |
| Employer contribution / active EE | $0 | $4,769-100.0% | $4,268-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $1,723 | $6,350-72.9% | $5,630-69.4% | $6,730-74.4% |
| Admin fee / account holder | $5,330 | $18,654-71.4% | $16,006-66.7% | $14,365-62.9% |