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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 | $169,648 | $89,370+89.8% | $141,197+20.1% | $72,976+132.5% |
| Participation rate | 43.1% | 75.1%-32.0pp | 82.5%-39.4pp | 69.5%-26.4pp |
| Annual return | 8.20% | 111.88%-103.7pp | 71.41%-63.2pp | 81.02%-72.8pp |
| Employer contribution / active EE | $0 | $3,115-100.0% | $4,736-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,671 | $5,419-69.2% | $6,710-75.1% | $3,608-53.7% |
| Admin fee / account holder | $6,565 | $5,957+10.2% | $10,265-36.0% | $5,124+28.1% |