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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 | $123,066 | $79,449+54.9% | $189,597-35.1% | $85,851+43.3% |
| Participation rate | 33.3% | 66.0%-32.7pp | 78.4%-45.1pp | 69.3%-36.0pp |
| Annual return | 11.20% | 18.45%-7.2pp | 64.20%-53.0pp | 318.63%-307.4pp |
| Employer contribution / active EE | $0 | $2,081-100.0% | $4,412-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,004 | $4,051-75.2% | $6,174-83.7% | $3,952-74.6% |
| Admin fee / account holder | $13,666 | $5,377+154.2% | $9,807+39.4% | $6,261+118.3% |