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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 | $46,091 | $89,259-48.4% | $107,187-57.0% | $82,637-44.2% |
| Participation rate | 54.3% | 67.9%-13.6pp | 75.0%-20.7pp | 68.1%-13.7pp |
| Annual return | 12.47% | 21.02%-8.6pp | 204.55%-192.1pp | 53.51%-41.0pp |
| Employer contribution / active EE | $0 | $3,080-100.0% | $3,782-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $1,560 | $4,037-61.4% | $5,096-69.4% | $4,126-62.2% |
| Admin fee / account holder | $4,038 | $7,381-45.3% | $9,162-55.9% | $7,339-45.0% |