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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 | $71,937 | $157,304-54.3% | $141,197-49.1% | $152,909-53.0% |
| Participation rate | 64.7% | 84.8%-20.1pp | 82.5%-17.8pp | 82.5%-17.7pp |
| Annual return | 10.56% | 64.34%-53.8pp | 71.41%-60.8pp | 345.46%-334.9pp |
| Employer contribution / active EE | $0 | $5,263-100.0% | $4,736-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $2,212 | $7,111-68.9% | $6,710-67.0% | $5,851-62.2% |
| Admin fee / account holder | $60,298 | $12,126+397.3% | $10,265+487.4% | $11,601+419.8% |