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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 | $46,560 | $78,670-40.8% | $109,173-57.4% | $85,847-45.8% |
| Participation rate | 64.3% | 68.3%-4.0pp | 75.9%-11.6pp | 69.3%-5.0pp |
| Annual return | 7.67% | 25.09%-17.4pp | 25.75%-18.1pp | 318.61%-310.9pp |
| Employer contribution / active EE | $8,815 | $2,734+222.4% | $3,723+136.8% | $2,565+243.6% |
| Participant deferral / active EE | $0 | $3,467-100.0% | $4,654-100.0% | $3,952-100.0% |
| Admin fee / account holder | $9,060 | $5,469+65.6% | $6,755+34.1% | $6,261+44.7% |