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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 | $135,238 | $102,422+32.0% | $147,117-8.1% | $80,959+67.0% |
| Participation rate | 31.7% | 75.9%-44.2pp | 82.2%-50.5pp | 67.7%-36.0pp |
| Annual return | 11.15% | 135.16%-124.0pp | 420.54%-409.4pp | 35.67%-24.5pp |
| Employer contribution / active EE | $0 | $3,717-100.0% | $4,932-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $2,054 | $6,652-69.1% | $8,065-74.5% | $4,300-52.2% |
| Admin fee / account holder | $722 | $7,953-90.9% | $12,993-94.4% | $6,925-89.6% |