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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 | $100,262 | $105,284-4.8% | $150,734-33.5% | $94,015+6.6% |
| Participation rate | 31.9% | 71.7%-39.8pp | 78.4%-46.5pp | 70.8%-38.9pp |
| Annual return | 4.72% | 15.67%-11.0pp | 600.81%-596.1pp | 17.84%-13.1pp |
| Employer contribution / active EE | $0 | $3,599-100.0% | $4,918-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $1,637 | $4,274-61.7% | $5,610-70.8% | $4,249-61.5% |
| Admin fee / account holder | $616 | $9,839-93.7% | $14,905-95.9% | $8,951-93.1% |