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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 | $164,991 | $108,825+51.6% | $156,181+5.6% | $82,448+100.1% |
| Participation rate | 12.0% | 72.4%-60.3pp | 78.8%-66.8pp | 68.1%-56.0pp |
| Annual return | 9.50% | 20.59%-11.1pp | 64.87%-55.4pp | 41.64%-32.1pp |
| Employer contribution / active EE | $0 | $2,870-100.0% | $4,294-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $956 | $4,577-79.1% | $6,132-84.4% | $4,139-76.9% |
| Admin fee / account holder | $1,866 | $9,341-80.0% | $14,586-87.2% | $7,234-74.2% |