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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 | $146,194 | $172,111-15.1% | $150,298-2.7% | $137,256+6.5% |
| Participation rate | 68.8% | 81.7%-13.0pp | 77.8%-9.0pp | 80.0%-11.2pp |
| Annual return | 3.99% | 69.37%-65.4pp | 62.79%-58.8pp | 220.34%-216.3pp |
| Employer contribution / active EE | $0 | $4,636-100.0% | $4,154-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,119 | $6,166-81.9% | $5,453-79.5% | $6,407-82.5% |
| Admin fee / account holder | $6,261 | $16,471-62.0% | $14,116-55.6% | $12,270-49.0% |