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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 | $107,210 | $110,278-2.8% | $95,740+12.0% | $139,466-23.1% |
| Participation rate | 36.4% | 75.7%-39.4pp | 72.3%-35.9pp | 80.3%-44.0pp |
| Annual return | 5.19% | 27.19%-22.0pp | 28.41%-23.2pp | 373.66%-368.5pp |
| Employer contribution / active EE | $0 | $3,260-100.0% | $2,836-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $327 | $4,674-93.0% | $4,244-92.3% | $6,712-95.1% |
| Admin fee / account holder | $3,091 | $6,613-53.3% | $5,676-45.5% | $11,409-72.9% |