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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 | $64,818 | $89,259-27.4% | $107,187-39.5% | $82,637-21.6% |
| Participation rate | 54.1% | 67.9%-13.9pp | 75.0%-21.0pp | 68.1%-14.0pp |
| Annual return | 12.52% | 21.02%-8.5pp | 204.55%-192.0pp | 53.51%-41.0pp |
| Employer contribution / active EE | $0 | $3,080-100.0% | $3,782-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $1,352 | $4,037-66.5% | $5,096-73.5% | $4,126-67.2% |
| Admin fee / account holder | $776 | $7,381-89.5% | $9,162-91.5% | $7,339-89.4% |