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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 | $50,483 | $86,298-41.5% | $111,308-54.6% | $85,847-41.2% |
| Participation rate | 41.2% | 73.3%-32.2pp | 77.3%-36.1pp | 69.3%-28.1pp |
| Annual return | 9.49% | 19.99%-10.5pp | 54.67%-45.2pp | 318.61%-309.1pp |
| Employer contribution / active EE | $0 | $2,044-100.0% | $2,732-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $972 | $3,641-73.3% | $4,487-78.3% | $3,952-75.4% |
| Admin fee / account holder | $4,340 | $8,189-47.0% | $7,965-45.5% | $6,261-30.7% |