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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 | $86,859 | $91,559-5.1% | $133,978-35.2% | $79,856+8.8% |
| Participation rate | 45.5% | 73.3%-27.9pp | 79.8%-34.4pp | 69.6%-24.2pp |
| Annual return | 0.82% | 61.85%-61.0pp | 45.10%-44.3pp | 31.71%-30.9pp |
| Employer contribution / active EE | $0 | $2,384-100.0% | $3,919-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,307 | $3,734-65.0% | $5,047-74.1% | $3,741-65.1% |
| Admin fee / account holder | $1,016 | $6,321-83.9% | $8,930-88.6% | $5,306-80.8% |