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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 | $91,685 | $81,262+12.8% | $155,602-41.1% | $80,911+13.3% |
| Participation rate | 53.8% | 66.2%-12.4pp | 78.2%-24.4pp | 67.6%-13.8pp |
| Annual return | 10.10% | 33.34%-23.2pp | 64.81%-54.7pp | 35.63%-25.5pp |
| Employer contribution / active EE | $0 | $3,102-100.0% | $4,675-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $413 | $3,451-88.0% | $5,629-92.7% | $4,297-90.4% |
| Admin fee / account holder | $634 | $7,992-92.1% | $15,923-96.0% | $6,935-90.9% |